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RPg Family Wealth Advisory’s Shell SHEL Stock Holding History

RPg Family Wealth Advisory’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
-2,978
Closed -$215K – 107
2024
Q2 		$215K Buy
+2,978
New +$213K 0.07% 105
2022
Q2 		– Sell
-2,960
Closed -$163K – 283
2022
Q1 		$163K Buy
+2,960
New +$157K 0.07% 111

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
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

RPg Family Wealth Advisory's SHEL Position: Q3 2024 in Review

RPg Family Wealth Advisory sold out of Shell (SHEL) in Q3 2024, closing a stake of 2,978 shares — an estimated $215K sold.

RPg Family Wealth Advisory first reported a position in SHEL in Q1 2022 and held it in 2 quarters. The position peaked at $215K in Q2 2024. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • RPg Family Wealth Advisory reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 2,978 Shell shares in Q3 2024, an estimated $215K.
  • RPg Family Wealth Advisory first reported a position in Shell in Q1 2022 and held it in 2 quarters.
  • RPg Family Wealth Advisory's Shell position peaked at $215K in Q2 2024.
  • 1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2024, filed 5 Nov 2024.