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Shell Adr Each Rep 2 Ord Wi shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Shell Adr Each Rep 2 Ord Wi (SHEL) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Shell Adr Each Rep 2 Ord Wi

Tip: Access up to 7 years of quarterly data

All positions including Shell Adr Each Rep 2 Ord Wi held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shell Adr Each Rep 2 Ord Wi by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $638k 9.7k 65.80
2023-09-30 $664k 10k 64.38
2023-06-30 $487k 8.1k 60.38
2023-03-31 $327k 5.7k 57.54
2022-12-31 $213k 3.7k 56.95

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Nike CL B (NKE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Starbucks Corporation (SBUX)

View all positions for Circle Wealth Management

Top funds holding Shell Adr Each Rep 2 Ord Wi

Fisher Investments
Dimensional Fund Advisors
Eagle Capital Management
Arrowstreet Capital, Limited Partnership
Bank of America Corporation
Orbis Allan Gray
Wellington Management Company
Hotchkis and Wiley Capital Management
Franklin Resources
T. Rowe Price Associates
40 North Industries
Mawer Investment Management
Millennium Management
Goldman Sachs Group
Pzena Investment Management

View all funds holding Shell Adr Each Rep 2 Ord Wi