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Mine & Arao Wealth Creation & Management’s Shell SHEL Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		– Sell
-200
Closed -$13.4K – 306
2024
Q1 		$13.4K Hold
200
– – 0.01% 197
2023
Q4 		$13.2K Hold
200
– – 0.01% 197
2023
Q3 		$12.9K Hold
200
– – 0.01% 194
2023
Q2 		$12.1K Hold
200
– – 0.01% 207
2023
Q1 		$11.5K Hold
200
– – 0.01% 212
2022
Q4 		$11.4K Hold
200
– – 0.01% 210
2022
Q3 		$10K Hold
200
– – 0.01% 225
2022
Q2 		$10K Hold
200
– – 0.01% 228
2022
Q1 		$11K Buy
+200
New +$10.6K 0.01% 226

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's SHEL Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Shell (SHEL) in Q2 2024, closing a stake of 200 shares — an estimated $13.4K sold.

Mine & Arao Wealth Creation & Management first reported a position in SHEL in Q1 2022 and held it in 9 quarters. The position peaked at $13.4K in Q1 2024. 1,385 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Shell position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 200 Shell shares in Q2 2024, an estimated $13.4K.
  • Mine & Arao Wealth Creation & Management first reported a position in Shell in Q1 2022 and held it in 9 quarters.
  • Mine & Arao Wealth Creation & Management's Shell position peaked at $13.4K in Q1 2024.
  • 1,385 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.