TFO Wealth Partners’s Shell SHEL Stock Holding History

TFO Wealth Partners’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 Q3	–	Sell	-114	Closed	-$6K	–	433
2022 Q2	$6K	Buy	+114	New	+$6.41K	﹤0.01%	199

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFO Wealth Partners's SHEL Position: Q3 2022 in Review

TFO Wealth Partners sold out of Shell (SHEL) in Q3 2022, closing a stake of 114 shares — an estimated $6K sold.

TFO Wealth Partners first reported a position in SHEL in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 1,098 funds tracked by Wall St. Rank hold SHEL as of Q3 2022.

TFO Wealth Partners reported no remaining Shell position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 114 Shell shares in Q3 2022, an estimated $6K.
TFO Wealth Partners first reported a position in Shell in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's Shell position peaked at $6K in Q2 2022.
1,098 funds tracked by Wall St. Rank held Shell as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.