Lake Point Wealth Management’s Shell SHEL Stock Holding History

Lake Point 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
2022 Q2	$0	Hold	7	–	–	﹤0.01%	497
2022 Q1	$0	Buy	+7	New	+$372	﹤0.01%	475

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lake Point Wealth Management's SHEL Position: Q2 2022 in Review

Lake Point Wealth Management held its Shell (SHEL) position steady in Q2 2022 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Lake Point Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 2 quarters since. 1,123 funds tracked by Wall St. Rank hold SHEL as of Q2 2022.

Lake Point Wealth Management held 7 shares of Shell worth $0 as of Q2 2022.
Lake Point Wealth Management left its Shell share count unchanged in Q2 2022.
Shell made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #497 holding.
Lake Point Wealth Management first reported a position in Shell in Q1 2022 and has held it in 2 quarters since.
1,123 funds tracked by Wall St. Rank held Shell as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.