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Outlook Wealth Advisors’s Shell SHEL Stock Holding History

Outlook Wealth 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
-5,441
Closed -$358K – 280
2023
Q4 		$358K Sell
5,441
-37
-0.7% -$2.43K 0.13% 152
2023
Q3 		$353K Buy
5,478
+365
+7% +$22.7K 0.13% 150
2023
Q2 		$309K Buy
5,113
+1,503
+42% +$90.2K 0.12% 159
2023
Q1 		$208K Sell
3,610
-132
-4% -$7.77K 0.09% 175
2022
Q4 		$213K Buy
+3,742
New +$206K 0.1% 165

Other funds holding SHEL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Outlook Wealth Advisors's SHEL Position: Q1 2024 in Review

Outlook Wealth Advisors sold out of Shell (SHEL) in Q1 2024, closing a stake of 5,441 shares — an estimated $358K sold.

Outlook Wealth Advisors first reported a position in SHEL in Q4 2022 and held it in 5 quarters. The position peaked at $358K in Q4 2023. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Outlook Wealth Advisors reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 5,441 Shell shares in Q1 2024, an estimated $358K.
  • Outlook Wealth Advisors first reported a position in Shell in Q4 2022 and held it in 5 quarters.
  • Outlook Wealth Advisors's Shell position peaked at $358K in Q4 2023.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Outlook Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.