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Moisand Fitzgerald Tamayo’s Shell SHEL Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-36
Closed -$2K – 851
2022
Q2 		$2K Sell
36
-39
-52% -$2.19K ﹤0.01% 439
2022
Q1 		$4K Buy
+75
New +$3.98K ﹤0.01% 297

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SHEL Position: Q3 2022 in Review

Moisand Fitzgerald Tamayo sold out of Shell (SHEL) in Q3 2022, closing a stake of 36 shares — an estimated $2K sold.

Moisand Fitzgerald Tamayo first reported a position in SHEL in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 1,098 funds tracked by Wall St. Rank hold SHEL as of Q3 2022.

  • Moisand Fitzgerald Tamayo reported no remaining Shell position as of Q3 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 36 Shell shares in Q3 2022, an estimated $2K.
  • Moisand Fitzgerald Tamayo first reported a position in Shell in Q1 2022 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's Shell position peaked at $4K in Q1 2022.
  • 1,098 funds tracked by Wall St. Rank held Shell as of Q3 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2022, filed 26 Oct 2022.