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Tower Bridge Advisors’s Shell SHEL Stock Holding History

Tower Bridge 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
-3,507
Closed -$202K – 222
2023
Q1 		$202K Buy
+3,507
New +$206K 0.02% 233
2022
Q3 		– Sell
-4,007
Closed -$210K – 243
2022
Q2 		$210K Hold
4,007
– – 0.02% 234
2022
Q1 		$220K Buy
+4,007
New +$213K 0.01% 243

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

Tower Bridge Advisors's SHEL Position: Q2 2023 in Review

Tower Bridge Advisors sold out of Shell (SHEL) in Q2 2023, closing a stake of 3,507 shares — an estimated $202K sold.

Tower Bridge Advisors first reported a position in SHEL in Q1 2022 and held it in 3 quarters. The position peaked at $220K in Q1 2022. 1,202 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

  • Tower Bridge Advisors reported no remaining Shell position as of Q2 2023 after selling out during the quarter.
  • Tower Bridge Advisors sold 3,507 Shell shares in Q2 2023, an estimated $202K.
  • Tower Bridge Advisors first reported a position in Shell in Q1 2022 and held it in 3 quarters.
  • Tower Bridge Advisors's Shell position peaked at $220K in Q1 2022.
  • 1,202 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on Tower Bridge Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.