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SYSTM Wealth Solutions’s Shell SHEL Stock Holding History

SYSTM Wealth Solutions’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
-3,015
Closed -$218K – 533
2024
Q2 		$218K Sell
3,015
-8,118
-73% -$580K 0.05% 184
2024
Q1 		$746K Sell
11,133
-1,380
-11% -$88.4K 0.09% 238
2023
Q4 		$823K Sell
12,513
-1,486
-11% -$97.5K 0.11% 220
2023
Q3 		$901K Buy
13,999
+5,037
+56% +$314K 0.14% 194
2023
Q2 		$541K Buy
8,962
+9
+0.1% +$540 0.07% 302
2023
Q1 		$515K Sell
8,953
-1,190
-12% -$70K 0.08% 293
2022
Q4 		$578K Buy
+10,143
New +$559K 0.07% 314

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

SYSTM Wealth Solutions's SHEL Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Shell (SHEL) in Q3 2024, closing a stake of 3,015 shares — an estimated $218K sold.

SYSTM Wealth Solutions first reported a position in SHEL in Q4 2022 and held it in 7 quarters. The position peaked at $901K in Q3 2023. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,015 Shell shares in Q3 2024, an estimated $218K.
  • SYSTM Wealth Solutions first reported a position in Shell in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Shell position peaked at $901K in Q3 2023.
  • 1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.