Win Advisors’s Shell SHEL Stock Holding History

Win 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
2023 Q1	–	Sell	-898	Closed	-$51.1K	–	127
2022 Q4	$51.1K	Buy	898 +91	+11%	+$5.02K	0.02%	35
2022 Q3	$40K	Buy	807 +89	+12%	+$4.59K	0.01%	29
2022 Q2	$37K	Buy	718 +257	+56%	+$14.4K	0.07%	53
2022 Q1	$25K	Buy	+461	New	+$24.5K	0.01%	103

Other funds holding SHEL

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

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

Win Advisors's SHEL Position: Q1 2023 in Review

Win Advisors sold out of Shell (SHEL) in Q1 2023, closing a stake of 898 shares — an estimated $51.1K sold.

Win Advisors first reported a position in SHEL in Q1 2022 and held it in 4 quarters. The position peaked at $51.1K in Q4 2022. 1,190 funds tracked by Wall St. Rank hold SHEL as of Q1 2023.

Win Advisors reported no remaining Shell position as of Q1 2023 after selling out during the quarter.
Win Advisors sold 898 Shell shares in Q1 2023, an estimated $51.1K.
Win Advisors first reported a position in Shell in Q1 2022 and held it in 4 quarters.
Win Advisors's Shell position peaked at $51.1K in Q4 2022.
1,190 funds tracked by Wall St. Rank held Shell as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.