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Northwest Financial Advisors’s Shell SHEL Stock Holding History

Northwest 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
2024
Q4 		– Sell
-66
Closed -$4.33K – 464
2024
Q3 		$4.33K Buy
+66
New +$4.67K ﹤0.01% 452
2024
Q1 		– Sell
-64
Closed -$4.21K – 442
2023
Q4 		$4.21K Buy
+64
New +$4.2K ﹤0.01% 446

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northwest Financial Advisors's SHEL Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Shell (SHEL) in Q4 2024, closing a stake of 66 shares — an estimated $4.33K sold.

Northwest Financial Advisors first reported a position in SHEL in Q4 2023 and held it in 2 quarters. The position peaked at $4.33K in Q3 2024. 1,384 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 66 Shell shares in Q4 2024, an estimated $4.33K.
  • Northwest Financial Advisors first reported a position in Shell in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Shell position peaked at $4.33K in Q3 2024.
  • 1,384 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.