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TD Ameritrade Investment Management’s Shell SHEL Stock Holding History

TD Ameritrade Investment Management’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
Q3 		– Sell
-23
Closed -$1K – 397
2023
Q2 		$1K Sell
23
-49
-68% -$2.94K ﹤0.01% 524
2023
Q1 		$4K Hold
72
– – ﹤0.01% 440
2022
Q4 		$4K Sell
72
-8
-10% -$441 ﹤0.01% 444
2022
Q3 		$4K Sell
80
-173
-68% -$8.91K ﹤0.01% 448
2022
Q2 		$13K Sell
253
-491
-66% -$27.6K ﹤0.01% 413
2022
Q1 		$41K Buy
+744
New +$39.5K ﹤0.01% 372

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

TD Ameritrade Investment Management's SHEL Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Shell (SHEL) in Q3 2023, closing a stake of 23 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in SHEL in Q1 2022 and held it in 6 quarters. The position peaked at $41K in Q1 2022. 1,263 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Shell position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 23 Shell shares in Q3 2023, an estimated $1K.
  • TD Ameritrade Investment Management first reported a position in Shell in Q1 2022 and held it in 6 quarters.
  • TD Ameritrade Investment Management's Shell position peaked at $41K in Q1 2022.
  • 1,263 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.