Waypoint Wealth Counsel’s Shell SHEL Stock Holding History

Waypoint Wealth Counsel’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 Q1	–	Sell	-8,000	Closed	-$456K	–	97
2022 Q4	$456K	Buy	+8,000	New	+$441K	0.37%	55

Other funds holding SHEL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Waypoint Wealth Counsel's SHEL Position: Q1 2023 in Review

Waypoint Wealth Counsel sold out of Shell (SHEL) in Q1 2023, closing a stake of 8,000 shares — an estimated $456K sold.

Waypoint Wealth Counsel first reported a position in SHEL in Q4 2022 and held it in 1 quarter. The position peaked at $456K in Q4 2022. 1,191 funds tracked by Wall St. Rank hold SHEL as of Q1 2023.

Waypoint Wealth Counsel reported no remaining Shell position as of Q1 2023 after selling out during the quarter.
Waypoint Wealth Counsel sold 8,000 Shell shares in Q1 2023, an estimated $456K.
Waypoint Wealth Counsel first reported a position in Shell in Q4 2022 and held it in 1 quarter.
Waypoint Wealth Counsel's Shell position peaked at $456K in Q4 2022.
1,191 funds tracked by Wall St. Rank held Shell as of Q1 2023.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2023, filed 4 Apr 2024.