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Laidlaw Wealth Management’s Shell SHEL Stock Holding History

Laidlaw Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,589
Closed -$368K – 231
2023
Q4 		$368K Sell
5,589
-30
-0.5% -$1.97K 0.13% 157
2023
Q3 		$362K Sell
5,619
-1,359
-19% -$84.6K 0.12% 184
2023
Q2 		$421K Sell
6,978
-321
-4% -$19.3K 0.08% 218
2023
Q1 		$420K Sell
7,299
-238
-3% -$14K 0.09% 218
2022
Q4 		$429K Sell
7,537
-500
-6% -$27.6K 0.09% 212
2022
Q3 		$400K Sell
8,037
-4,370
-35% -$225K 0.09% 199
2022
Q2 		$649K Buy
12,407
+963
+8% +$54.1K 0.13% 171
2022
Q1 		$629K Buy
+11,444
New +$608K 0.11% 188

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Laidlaw Wealth Management's SHEL Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Shell (SHEL) in Q1 2024, closing a stake of 5,589 shares — an estimated $368K sold.

Laidlaw Wealth Management first reported a position in SHEL in Q1 2022 and held it in 8 quarters. The position peaked at $649K in Q2 2022. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 5,589 Shell shares in Q1 2024, an estimated $368K.
  • Laidlaw Wealth Management first reported a position in Shell in Q1 2022 and held it in 8 quarters.
  • Laidlaw Wealth Management's Shell position peaked at $649K in Q2 2022.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.