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Money Concepts Capital’s Shell SHEL Stock Holding History

Money Concepts Capital’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
-4,590
Closed -$261K – 2492
2022
Q4 		$261K Buy
4,590
+4,554
+12,650% +$251K 0.01% 595
2022
Q3 		$2K Buy
36
+8
+29% +$412 ﹤0.01% 1407
2022
Q2 		$1K Sell
28
-2,870
-99% -$161K ﹤0.01% 1393
2022
Q1 		$159K Buy
+2,898
New +$154K 0.01% 823

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

Money Concepts Capital's SHEL Position: Q1 2023 in Review

Money Concepts Capital sold out of Shell (SHEL) in Q1 2023, closing a stake of 4,590 shares — an estimated $261K sold.

Money Concepts Capital first reported a position in SHEL in Q1 2022 and held it in 4 quarters. The position peaked at $261K in Q4 2022. 1,190 funds tracked by Wall St. Rank hold SHEL as of Q1 2023.

  • Money Concepts Capital reported no remaining Shell position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 4,590 Shell shares in Q1 2023, an estimated $261K.
  • Money Concepts Capital first reported a position in Shell in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Shell position peaked at $261K in Q4 2022.
  • 1,190 funds tracked by Wall St. Rank held Shell as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.