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RMR Wealth Builders’s Shell SHEL Stock Holding History

RMR Wealth Builders’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
Q4 		– Sell
-3,309
Closed -$213K – 243
2023
Q3 		$213K Buy
+3,309
New +$206K 0.03% 216
2023
Q2 		– Sell
-3,489
Closed -$201K – 218
2023
Q1 		$201K Sell
3,489
-149
-4% -$8.77K 0.04% 202
2022
Q4 		$207K Buy
+3,638
New +$201K 0.05% 181

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RMR Wealth Builders's SHEL Position: Q4 2023 in Review

RMR Wealth Builders sold out of Shell (SHEL) in Q4 2023, closing a stake of 3,309 shares — an estimated $213K sold.

RMR Wealth Builders first reported a position in SHEL in Q4 2022 and held it in 3 quarters. The position peaked at $213K in Q3 2023. 1,314 funds tracked by Wall St. Rank hold SHEL as of Q4 2023.

  • RMR Wealth Builders reported no remaining Shell position as of Q4 2023 after selling out during the quarter.
  • RMR Wealth Builders sold 3,309 Shell shares in Q4 2023, an estimated $213K.
  • RMR Wealth Builders first reported a position in Shell in Q4 2022 and held it in 3 quarters.
  • RMR Wealth Builders's Shell position peaked at $213K in Q3 2023.
  • 1,314 funds tracked by Wall St. Rank held Shell as of Q4 2023.

Based on RMR Wealth Builders's 13F filing for Q4 2023, filed 6 Feb 2024.