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Planning Capital Management Corporation’s Shell SHEL Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-352
Closed -$25.4K – 890
2024
Q2 		$25.4K Hold
352
– – 0.02% 249
2024
Q1 		$23.6K Sell
352
-151
-30% -$9.68K 0.02% 262
2023
Q4 		$33.1K Buy
+503
New +$33K 0.03% 228

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 $336B AUM 34.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Planning Capital Management Corporation's SHEL Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Shell (SHEL) in Q3 2024, closing a stake of 352 shares — an estimated $25.4K sold.

Planning Capital Management Corporation first reported a position in SHEL in Q4 2023 and held it in 3 quarters. The position peaked at $33.1K in Q4 2023. 1,353 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 352 Shell shares in Q3 2024, an estimated $25.4K.
  • Planning Capital Management Corporation first reported a position in Shell in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Shell position peaked at $33.1K in Q4 2023.
  • 1,353 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.