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Tradition Wealth Management’s Shell SHEL Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-602
Closed -$40K – 1041
2023
Q4 		$40K Sell
602
-179
-23% -$11.7K ﹤0.01% 682
2023
Q3 		$50K Sell
781
-723
-48% -$45K 0.01% 605
2023
Q2 		$91K Buy
1,504
+127
+9% +$7.62K 0.01% 471
2023
Q1 		$79K Buy
1,377
+2
+0.1% +$118 0.01% 507
2022
Q4 		$78K Hold
1,375
– – 0.01% 429
2022
Q3 		$68K Sell
1,375
-1,050
-43% -$54.1K 0.01% 443
2022
Q2 		$127K Hold
2,425
– – 0.02% 322
2022
Q1 		$133K Buy
+2,425
New +$129K 0.02% 352

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Tradition Wealth Management's SHEL Position: Q1 2024 in Review

Tradition Wealth Management sold out of Shell (SHEL) in Q1 2024, closing a stake of 602 shares — an estimated $40K sold.

Tradition Wealth Management first reported a position in SHEL in Q1 2022 and held it in 8 quarters. The position peaked at $133K in Q1 2022. 1,345 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Tradition Wealth Management reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 602 Shell shares in Q1 2024, an estimated $40K.
  • Tradition Wealth Management first reported a position in Shell in Q1 2022 and held it in 8 quarters.
  • Tradition Wealth Management's Shell position peaked at $133K in Q1 2022.
  • 1,345 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.