World Investment Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History

World Investment Advisors’s Portfolio SHLX Stock Details SHLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-23,650	Closed	-$374K	–	277
2022 Q3	$374K	Hold	23,650	–	–	0.09%	162
2022 Q2	$381K	Hold	23,650	–	–	0.08%	173
2022 Q1	$336K	Hold	23,650	–	–	0.07%	190
2021 Q4	$312K	Hold	23,650	–	–	0.07%	203
2021 Q3	$278K	Hold	23,650	–	–	0.06%	196
2021 Q2	$349K	Buy	+23,650	New	+$354K	0.08%	169

Other funds holding SHLX

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

World Investment Advisors's SHLX Position: Q4 2022 in Review

World Investment Advisors sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 23,650 shares — an estimated $374K sold.

World Investment Advisors first reported a position in SHLX in Q2 2021 and held it in 6 quarters. The position peaked at $381K in Q2 2022. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

World Investment Advisors reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
World Investment Advisors sold 23,650 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $374K.
World Investment Advisors first reported a position in Shell Midstream Partners, L.P. in Q2 2021 and held it in 6 quarters.
World Investment Advisors's Shell Midstream Partners, L.P. position peaked at $381K in Q2 2022.
2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on World Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.