1IA
RDS.A

1834 Investment Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

1834 Investment Advisors’s Portfolio RDS.A Stock Details RDS.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-335
Closed -$15K – 488
2021
Q4 		$15K Sell
335
-265
-44% -$12K ﹤0.01% 354
2021
Q3 		$27K Sell
600
-53
-8% -$2.14K ﹤0.01% 315
2021
Q2 		$26K Sell
653
-497
-43% -$19.8K ﹤0.01% 331
2021
Q1 		$45K Hold
1,150
– – 0.01% 275
2020
Q4 		$40K Hold
1,150
– – 0.01% 277
2020
Q3 		$29K Sell
1,150
-325
-22% -$9.83K ﹤0.01% 288
2020
Q2 		$48K Hold
1,475
– – 0.01% 248
2020
Q1 		$51K Hold
1,475
– – 0.01% 253
2019
Q4 		$87K Buy
+1,475
New +$86.1K 0.01% 244
2018
Q4 		– Sell
-200
Closed -$14K – 428
2018
Q3 		$14K Hold
200
– – ﹤0.01% 345
2018
Q2 		$14K Hold
200
– – ﹤0.01% 352
2018
Q1 		$13K Hold
200
– – ﹤0.01% 369
2017
Q4 		$13K Buy
+200
New +$12.6K ﹤0.01% 394
2014
Q2 		– Sell
-3,555
Closed -$260K – 168
2014
Q1 		$260K Sell
3,555
-145
-4% -$10.4K 0.08% 132
2013
Q4 		$264K Sell
3,700
-500
-12% -$33.6K 0.08% 137
2013
Q3 		$276K Hold
4,200
– – 0.09% 130
2013
Q2 		$268K Buy
+4,200
New +$278K 0.09% 132

Other funds holding RDS.A

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $243M AUM 17.47% 1-Year Est. Return
CJL
Cyrus J. Lawrence New York $26.4M AUM 16.63% 1-Year Est. Return
BCFD
Boit C.F. David $225M AUM 21.53% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

1834 Investment Advisors's RDS.A Position: Q1 2022 in Review

1834 Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 335 shares — an estimated $15K sold.

1834 Investment Advisors first reported a position in RDS.A in Q2 2013 and held it in 17 quarters. The position peaked at $276K in Q3 2013. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • 1834 Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 335 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $15K.
  • 1834 Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 17 quarters.
  • 1834 Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $276K in Q3 2013.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on 1834 Investment Advisors's 13F filing for Q1 2022, filed 24 May 2022.