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Private Wealth Management Group’s Shell SHEL Stock Holding History

Private Wealth Management Group’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
-75
Closed -$4.93K – 1571
2023
Q4 		$4.93K Buy
+75
New +$4.92K ﹤0.01% 634

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Private Wealth Management Group's SHEL Position: Q1 2024 in Review

Private Wealth Management Group sold out of Shell (SHEL) in Q1 2024, closing a stake of 75 shares — an estimated $4.93K sold.

Private Wealth Management Group first reported a position in SHEL in Q4 2023 and held it in 1 quarter. The position peaked at $4.93K in Q4 2023. 1,346 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Private Wealth Management Group reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 75 Shell shares in Q1 2024, an estimated $4.93K.
  • Private Wealth Management Group first reported a position in Shell in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Shell position peaked at $4.93K in Q4 2023.
  • 1,346 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.