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TCI Wealth Advisors’s Shell SHEL Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-1,216
Closed -$70K – 1898
2023
Q1 		$70K Hold
1,216
– – 0.01% 353
2022
Q4 		$69.3K Buy
1,216
+666
+121% +$36.7K 0.01% 332
2022
Q3 		$27K Sell
550
-50
-8% -$2.58K ﹤0.01% 547
2022
Q2 		$31K Buy
600
+50
+9% +$2.81K ﹤0.01% 505
2022
Q1 		$30K Buy
+550
New +$29.2K ﹤0.01% 540

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

TCI Wealth Advisors's SHEL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Shell (SHEL) in Q2 2023, closing a stake of 1,216 shares — an estimated $70K sold.

TCI Wealth Advisors first reported a position in SHEL in Q1 2022 and held it in 5 quarters. The position peaked at $70K in Q1 2023. 1,202 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Shell position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,216 Shell shares in Q2 2023, an estimated $70K.
  • TCI Wealth Advisors first reported a position in Shell in Q1 2022 and held it in 5 quarters.
  • TCI Wealth Advisors's Shell position peaked at $70K in Q1 2023.
  • 1,202 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.