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Shell Adr Each Rep 2 Ord Wi shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in Shell Adr Each Rep 2 Ord Wi

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All positions including Shell Adr Each Rep 2 Ord Wi held by HCR Wealth Advisors 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $240k 3.7k 65.80
2023-09-30 $231k 3.6k 64.38
2023-06-30 $217k 3.6k 60.38

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Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Vanguard Growth Index Fund ETF Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Microsoft Common Stock (MSFT)
Ametek Common Stock (AME)
iShares Core S&P 500 ETF Etf (IVV)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
Nvidia Corp Common Stock (NVDA)
Visa Common Stock (V)
Amazon.Com Common Stock (AMZN)
Costco Wholesale Common Stock (COST)
Meta Platforms Common Stock (META)

View all positions for HCR Wealth Advisors

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