Lenox Wealth Advisors’s Shell SHEL Stock Holding History

Lenox Wealth Advisors’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 Q1	$107K	Buy	+1,915	New	+$102K	0.01%	163

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's SHEL Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in Shell (SHEL) in Q1 2022: 1,915 shares worth $107K. The stake represents 0.01% of the portfolio and ranks #163 among its holdings.

985 funds tracked by Wall St. Rank hold SHEL as of Q1 2022.

Lenox Wealth Advisors held 1,915 shares of Shell worth $107K as of Q1 2022.
Shell was a new Lenox Wealth Advisors position in Q1 2022.
Shell made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #163 holding.
985 funds tracked by Wall St. Rank held Shell as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.