Spire Wealth Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Spire Wealth Management’s Portfolio SHLX Stock Details SHLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-459	Closed	-$6K	–	2722
2022 Q2	$6K	Buy	459 +11	+2%	+$155	﹤0.01%	2107
2022 Q1	$6K	Sell	448 -1,090	-71%	-$14.6K	﹤0.01%	2216
2021 Q4	$18K	Buy	1,538 +10	+0.7%	+$118	﹤0.01%	2170
2021 Q3	$18K	Buy	1,528 +10	+0.7%	+$127	﹤0.01%	1915
2021 Q2	$22K	Buy	1,518 +12	+0.8%	+$180	﹤0.01%	1844
2021 Q1	$5K	Buy	+1,506	New	+$17.8K	﹤0.01%	2662

Other funds holding SHLX

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spire Wealth Management's SHLX Position: Q3 2022 in Review

Spire Wealth Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q3 2022, closing a stake of 459 shares — an estimated $6K sold.

Spire Wealth Management first reported a position in SHLX in Q1 2021 and held it in 6 quarters. The position peaked at $22K in Q2 2021. 116 funds tracked by Wall St. Rank hold SHLX as of Q3 2022.

Spire Wealth Management reported no remaining Shell Midstream Partners, L.P. position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 459 Shell Midstream Partners, L.P. shares in Q3 2022, an estimated $6K.
Spire Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Shell Midstream Partners, L.P. position peaked at $22K in Q2 2021.
116 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.