WIA
SHEL icon

Wetzel Investment Advisors’s Shell SHEL Stock Holding History

Wetzel Investment Advisors’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
-66
Closed -$4.42K – 757
2024
Q2 		$4.42K Hold
66
– – ﹤0.01% 607
2024
Q1 		$4.69K Hold
66
– – ﹤0.01% 687
2023
Q4 		$4K Buy
+66
New +$4.33K ﹤0.01% 741

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

Wetzel Investment Advisors's SHEL Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Shell (SHEL) in Q3 2024, closing a stake of 66 shares — an estimated $4.42K sold.

Wetzel Investment Advisors first reported a position in SHEL in Q4 2023 and held it in 3 quarters. The position peaked at $4.69K in Q1 2024. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 66 Shell shares in Q3 2024, an estimated $4.42K.
  • Wetzel Investment Advisors first reported a position in Shell in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Shell position peaked at $4.69K in Q1 2024.
  • 1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.