Nordwand Advisors’s Shell SHEL Stock Holding History

Nordwand 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 Q1	–	Sell	-138	Closed	-$9.08K	–	174
2023 Q4	$9.08K	Buy	+138	New	+$9.06K	﹤0.01%	117

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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

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

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

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

Nordwand Advisors's SHEL Position: Q1 2024 in Review

Nordwand Advisors sold out of Shell (SHEL) in Q1 2024, closing a stake of 138 shares — an estimated $9.08K sold.

Nordwand Advisors first reported a position in SHEL in Q4 2023 and held it in 1 quarter. The position peaked at $9.08K in Q4 2023. 1,346 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

Nordwand Advisors reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
Nordwand Advisors sold 138 Shell shares in Q1 2024, an estimated $9.08K.
Nordwand Advisors first reported a position in Shell in Q4 2023 and held it in 1 quarter.
Nordwand Advisors's Shell position peaked at $9.08K in Q4 2023.
1,346 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Nordwand Advisors's 13F filing for Q1 2024, filed 6 May 2024.