TWM
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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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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