AF
RDS.A

Advisornet Financial’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Advisornet Financial’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
-1,290
Closed -$56K – 2294
2021
Q4 		$56K Buy
1,290
+108
+9% +$4.88K ﹤0.01% 974
2021
Q3 		$53K Buy
1,182
+100
+9% +$4.04K ﹤0.01% 991
2021
Q2 		$44K Hold
1,082
– – ﹤0.01% 1031
2021
Q1 		$42K Hold
1,082
– – ﹤0.01% 997
2020
Q4 		$38K Buy
1,082
+50
+5% +$1.56K ﹤0.01% 955
2020
Q3 		$26K Sell
1,032
-806
-44% -$24.4K ﹤0.01% 1036
2020
Q2 		$60K Buy
1,838
+248
+16% +$8.51K ﹤0.01% 811
2020
Q1 		$55K Sell
1,590
-278
-15% -$13K 0.01% 767
2019
Q4 		$110K Buy
1,868
+257
+16% +$15K 0.01% 654
2019
Q3 		$95K Sell
1,611
-99
-6% -$5.88K 0.01% 694
2019
Q2 		$111K Buy
1,710
+19
+1% +$1.22K 0.01% 580
2019
Q1 		$106K Hold
1,691
– – 0.01% 539
2018
Q4 		$99K Hold
1,691
– – 0.01% 521
2018
Q3 		$115K Sell
1,691
-122
-7% -$8.15K 0.01% 526
2018
Q2 		$126K Buy
1,813
+183
+11% +$12.7K 0.02% 475
2018
Q1 		$104K Buy
1,630
+600
+58% +$39.5K 0.01% 522
2017
Q4 		$69K Buy
+1,030
New +$64.9K 0.01% 566

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

Advisornet Financial's RDS.A Position: Q1 2022 in Review

Advisornet Financial sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 1,290 shares — an estimated $56K sold.

Advisornet Financial first reported a position in RDS.A in Q4 2017 and held it in 17 quarters. The position peaked at $126K in Q2 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Advisornet Financial reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Advisornet Financial sold 1,290 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $56K.
  • Advisornet Financial first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 17 quarters.
  • Advisornet Financial's Royal Dutch Shell PLC ADS Class A position peaked at $126K in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.