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Redhawk Wealth Advisors’s Shell SHEL Stock Holding History

Redhawk 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
-6,490
Closed -$427K – 335
2023
Q4 		$427K Sell
6,490
-1,588
-20% -$104K 0.08% 190
2023
Q3 		$520K Buy
+8,078
New +$503K 0.17% 121

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

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

Redhawk Wealth Advisors sold out of Shell (SHEL) in Q1 2024, closing a stake of 6,490 shares — an estimated $427K sold.

Redhawk Wealth Advisors first reported a position in SHEL in Q3 2023 and held it in 2 quarters. The position peaked at $520K in Q3 2023. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Redhawk Wealth Advisors reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 6,490 Shell shares in Q1 2024, an estimated $427K.
  • Redhawk Wealth Advisors first reported a position in Shell in Q3 2023 and held it in 2 quarters.
  • Redhawk Wealth Advisors's Shell position peaked at $520K in Q3 2023.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Redhawk Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.