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Tyler-Stone Wealth Management’s Shell SHEL Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-397
Closed -$28.7K – 829
2024
Q2 		$28.7K Buy
397
+3
+0.8% +$214 0.01% 458
2024
Q1 		$26.4K Buy
394
+3
+0.8% +$192 0.01% 473
2023
Q4 		$25.8K Buy
391
+2
+0.5% +$131 0.01% 464
2023
Q3 		$25K Buy
389
+3
+0.8% +$187 0.01% 450
2023
Q2 		$23K Buy
+386
New +$23.2K 0.01% 462
2022
Q4 		$22K Buy
380
+2
+0.5% +$110 0.02% 435
2022
Q3 		$19K Buy
378
+2
+0.5% +$103 0.01% 445
2022
Q2 		$20K Buy
+376
New +$21.1K 0.01% 447

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return