AIP
RDS.A

Ahrens Investment Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Ahrens Investment Partners’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
-2,513
Closed -$109K – 1157
2021
Q4 		$109K Buy
+2,513
New +$113K 0.05% 272
2020
Q3 		– Sell
-7,945
Closed -$260K – 207
2020
Q2 		$260K Sell
7,945
-3,417
-30% -$117K 0.16% 116
2020
Q1 		$396K Sell
11,362
-1,098
-9% -$51.3K 0.28% 70
2019
Q4 		$735K Buy
12,460
+2
+0% +$117 0.31% 64
2019
Q3 		$733K Sell
12,458
-1,748
-12% -$104K 0.32% 60
2019
Q2 		$924K Sell
14,206
-52
-0.4% -$3.33K 0.42% 51
2019
Q1 		$892K Sell
14,258
-2,075
-13% -$128K 0.41% 50
2018
Q4 		$952K Sell
16,333
-3,200
-16% -$198K 0.44% 54
2018
Q3 		$1.33M Buy
19,533
+1,611
+9% +$108K 0.5% 51
2018
Q2 		$1.24M Buy
17,922
+3,349
+23% +$232K 0.52% 51
2018
Q1 		$930K Buy
14,573
+1,179
+9% +$77.7K 0.4% 58
2017
Q4 		$893K Buy
13,394
+407
+3% +$25.7K 0.36% 58
2017
Q3 		$787K Sell
12,987
-3,634
-22% -$203K 0.34% 57
2017
Q2 		$884K Sell
16,621
-8,061
-33% -$428K 0.38% 55
2017
Q1 		$1.28M Buy
24,682
+5,163
+26% +$269K 0.61% 45
2016
Q4 		$1.02M Buy
+19,519
New +$971K 0.54% 46

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 $363M AUM 65.91% 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 $238M AUM 26.75% 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

Ahrens Investment Partners's RDS.A Position: Q1 2022 in Review

Ahrens Investment Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 2,513 shares — an estimated $109K sold.

Ahrens Investment Partners first reported a position in RDS.A in Q4 2016 and held it in 16 quarters. The position peaked at $1.33M in Q3 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Ahrens Investment Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 2,513 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $109K.
  • Ahrens Investment Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2016 and held it in 16 quarters.
  • Ahrens Investment Partners's Royal Dutch Shell PLC ADS Class A position peaked at $1.33M in Q3 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Ahrens Investment Partners's 13F filing for Q1 2022, filed 28 Apr 2022.