MFA Wealth Advisors’s Shell SHEL Stock Holding History

MFA 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
2024 Q4	–	Sell	-485	Closed	-$32K	–	331
2024 Q3	$32K	Buy	485 +414	+583%	+$29.3K	0.01%	218
2024 Q2	$5.13K	Buy	+71	New	+$5.08K	﹤0.01%	389

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

MFA Wealth Advisors's SHEL Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Shell (SHEL) in Q4 2024, closing a stake of 485 shares — an estimated $32K sold.

MFA Wealth Advisors first reported a position in SHEL in Q2 2024 and held it in 2 quarters. The position peaked at $32K in Q3 2024. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

MFA Wealth Advisors reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 485 Shell shares in Q4 2024, an estimated $32K.
MFA Wealth Advisors first reported a position in Shell in Q2 2024 and held it in 2 quarters.
MFA Wealth Advisors's Shell position peaked at $32K in Q3 2024.
1,383 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.