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YorkBridge Wealth Partners’s Shell SHEL Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$455K Sell
7,989
-770
-9% -$42.4K 0.12% 135
2022
Q3 		$436K Buy
8,759
+431
+5% +$22.2K 0.11% 130
2022
Q2 		$435K Sell
8,328
-434
-5% -$24.4K 0.11% 138
2022
Q1 		$481K Buy
+8,762
New +$465K 0.11% 143

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

YorkBridge Wealth Partners's SHEL Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Shell (SHEL) stake by 8.8% in Q4 2022, selling an estimated $42.4K and leaving 7,989 shares worth $455K. The position accounts for 0.12% of the portfolio, ranked #135.

YorkBridge Wealth Partners first reported a position in SHEL in Q1 2022 and has held it in 4 quarters since. The position peaked at $481K in Q1 2022. 1,181 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

  • YorkBridge Wealth Partners held 7,989 shares of Shell worth $455K as of Q4 2022.
  • YorkBridge Wealth Partners sold 770 Shell shares in Q4 2022, an estimated $42.4K.
  • Shell made up 0.12% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #135 holding.
  • YorkBridge Wealth Partners first reported a position in Shell in Q1 2022 and has held it in 4 quarters since.
  • YorkBridge Wealth Partners's Shell position peaked at $481K in Q1 2022.
  • 1,181 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.