Truist Financial’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Truist Financial’s Portfolio SHLX Stock Details SHLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14,501	Closed	-$229K	–	2729
2022 Q3	$229K	Sell	14,501 -604	-4%	-$9.33K	﹤0.01%	2230
2022 Q2	$213K	Hold	15,105	–	–	﹤0.01%	2423
2022 Q1	$215K	Hold	15,105	–	–	﹤0.01%	2504
2021 Q4	$174K	Hold	15,105	–	–	﹤0.01%	2618
2021 Q3	$178K	Sell	15,105 -2,526	-14%	-$32.1K	﹤0.01%	2585
2021 Q2	$260K	Buy	+17,631	New	+$264K	﹤0.01%	2456

Other funds holding SHLX

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Truist Financial's SHLX Position: Q4 2022 in Review

Truist Financial sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 14,501 shares — an estimated $229K sold.

Truist Financial first reported a position in SHLX in Q2 2021 and held it in 6 quarters. The position peaked at $260K in Q2 2021. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

Truist Financial reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
Truist Financial sold 14,501 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $229K.
Truist Financial first reported a position in Shell Midstream Partners, L.P. in Q2 2021 and held it in 6 quarters.
Truist Financial's Shell Midstream Partners, L.P. position peaked at $260K in Q2 2021.
2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.