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MinichMacGregor Wealth Management’s Shell SHEL Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-595
Closed -$33.9K – 549
2022
Q4 		$33.9K Buy
+595
New +$32.8K 0.01% 225

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

MinichMacGregor Wealth Management's SHEL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Shell (SHEL) in Q1 2023, closing a stake of 595 shares — an estimated $33.9K sold.

MinichMacGregor Wealth Management first reported a position in SHEL in Q4 2022 and held it in 1 quarter. The position peaked at $33.9K in Q4 2022. 1,190 funds tracked by Wall St. Rank hold SHEL as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Shell position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 595 Shell shares in Q1 2023, an estimated $33.9K.
  • MinichMacGregor Wealth Management first reported a position in Shell in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Shell position peaked at $33.9K in Q4 2022.
  • 1,190 funds tracked by Wall St. Rank held Shell as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.