VisionPoint Advisory Group’s Shell SHEL Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-402	Closed	-$25.9K	–	866
2023 Q3	$25.9K	Buy	+402	New	+$25K	0.01%	333

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VisionPoint Advisory Group's SHEL Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Shell (SHEL) in Q4 2023, closing a stake of 402 shares — an estimated $25.9K sold.

VisionPoint Advisory Group first reported a position in SHEL in Q3 2023 and held it in 1 quarter. The position peaked at $25.9K in Q3 2023. 1,314 funds tracked by Wall St. Rank hold SHEL as of Q4 2023.

VisionPoint Advisory Group reported no remaining Shell position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 402 Shell shares in Q4 2023, an estimated $25.9K.
VisionPoint Advisory Group first reported a position in Shell in Q3 2023 and held it in 1 quarter.
VisionPoint Advisory Group's Shell position peaked at $25.9K in Q3 2023.
1,314 funds tracked by Wall St. Rank held Shell as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.