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Sage Private Wealth Group’s Shell SHEL Stock Holding History

Sage Private Wealth 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
2022
Q4 		– Sell
-112
Closed -$6K – 157
2022
Q3 		$6K Sell
112
-1
-0.9% -$52 0.01% 168
2022
Q2 		$6K Buy
113
+1
+0.9% +$56 0.01% 156
2022
Q1 		$6K Buy
+112
New +$5.95K 0.01% 158

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Sage Private Wealth Group's SHEL Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Shell (SHEL) in Q4 2022, closing a stake of 112 shares — an estimated $6K sold.

Sage Private Wealth Group first reported a position in SHEL in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q3 2022. 1,181 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

  • Sage Private Wealth Group reported no remaining Shell position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 112 Shell shares in Q4 2022, an estimated $6K.
  • Sage Private Wealth Group first reported a position in Shell in Q1 2022 and held it in 3 quarters.
  • Sage Private Wealth Group's Shell position peaked at $6K in Q3 2022.
  • 1,181 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.