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Northern Financial Advisors’s Shell SHEL Stock Holding History

Northern Financial 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
2023
Q2 		– Sell
-7,219
Closed -$207K – 116
2023
Q1 		$207K Buy
+7,219
New +$425K 0.19% 109

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Northern Financial Advisors's SHEL Position: Q2 2023 in Review

Northern Financial Advisors sold out of Shell (SHEL) in Q2 2023, closing a stake of 7,219 shares — an estimated $207K sold.

Northern Financial Advisors first reported a position in SHEL in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 1,202 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

  • Northern Financial Advisors reported no remaining Shell position as of Q2 2023 after selling out during the quarter.
  • Northern Financial Advisors sold 7,219 Shell shares in Q2 2023, an estimated $207K.
  • Northern Financial Advisors first reported a position in Shell in Q1 2023 and held it in 1 quarter.
  • Northern Financial Advisors's Shell position peaked at $207K in Q1 2023.
  • 1,202 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on Northern Financial Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.