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WealthPlan Investment Management’s Shell SHEL Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-364
Closed -$22K – 315
2023
Q2 		$22K Buy
364
+60
+20% +$3.6K 0.01% 235
2023
Q1 		$17.5K Buy
+304
New +$17.9K ﹤0.01% 301

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

WealthPlan Investment Management's SHEL Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Shell (SHEL) in Q3 2023, closing a stake of 364 shares — an estimated $22K sold.

WealthPlan Investment Management first reported a position in SHEL in Q1 2023 and held it in 2 quarters. The position peaked at $22K in Q2 2023. 1,263 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Shell position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 364 Shell shares in Q3 2023, an estimated $22K.
  • WealthPlan Investment Management first reported a position in Shell in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Shell position peaked at $22K in Q2 2023.
  • 1,263 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.