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Optimum Investment Advisors’s Shell SHEL Stock Holding History

Optimum Investment 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
Q1 		– Sell
-400
Closed -$22.8K – 776
2022
Q4 		$22.8K Sell
400
-500
-56% -$27.6K 0.01% 470
2022
Q3 		$45K Hold
900
– – 0.02% 392
2022
Q2 		$47K Buy
+900
New +$50.6K 0.02% 408

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

Optimum Investment Advisors's SHEL Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Shell (SHEL) in Q1 2023, closing a stake of 400 shares — an estimated $22.8K sold.

Optimum Investment Advisors first reported a position in SHEL in Q2 2022 and held it in 3 quarters. The position peaked at $47K in Q2 2022. 1,190 funds tracked by Wall St. Rank hold SHEL as of Q1 2023.

  • Optimum Investment Advisors reported no remaining Shell position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 Shell shares in Q1 2023, an estimated $22.8K.
  • Optimum Investment Advisors first reported a position in Shell in Q2 2022 and held it in 3 quarters.
  • Optimum Investment Advisors's Shell position peaked at $47K in Q2 2022.
  • 1,190 funds tracked by Wall St. Rank held Shell as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.