AIA
RDS.A

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

AIMZ 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
-4,800
Closed -$208K – 122
2021
Q4 		$208K Hold
4,800
– – 0.08% 113
2021
Q3 		$214K Sell
4,800
-400
-8% -$16.1K 0.1% 110
2021
Q2 		$210K Hold
5,200
– – 0.09% 109
2021
Q1 		$204K Buy
+5,200
New +$209K 0.1% 105
2020
Q1 		– Sell
-5,300
Closed -$313K – 100
2019
Q4 		$313K Sell
5,300
-75
-1% -$4.38K 0.2% 82
2019
Q3 		$316K Sell
5,375
-100
-2% -$5.94K 0.22% 80
2019
Q2 		$356K Hold
5,475
– – 0.25% 77
2019
Q1 		$343K Hold
5,475
– – 0.24% 80
2018
Q4 		$319K Sell
5,475
-150
-3% -$9.3K 0.25% 78
2018
Q3 		$383K Sell
5,625
-2,200
-28% -$147K 0.25% 78
2018
Q2 		$542K Sell
7,825
-400
-5% -$27.7K 0.38% 71
2018
Q1 		$525K Sell
8,225
-100
-1% -$6.59K 0.38% 72
2017
Q4 		$555K Sell
8,325
-50
-0.6% -$3.15K 0.42% 69
2017
Q3 		$507K Sell
8,375
-200
-2% -$11.2K 0.42% 70
2017
Q2 		$456K Sell
8,575
-200
-2% -$10.7K 0.38% 73
2017
Q1 		$463K Hold
8,775
– – 0.39% 70
2016
Q4 		$477K Hold
8,775
– – 0.43% 67
2016
Q3 		$439K Hold
8,775
– – 0.39% 69
2016
Q2 		$485K Sell
8,775
-9,275
-51% -$472K 0.44% 66
2016
Q1 		$976K Buy
18,050
+8,975
+99% +$401K 0.43% 66
2015
Q4 		$416K Hold
9,075
– – 0.38% 73
2015
Q3 		$430K Hold
9,075
– – 0.4% 69
2015
Q2 		$517K Hold
9,075
– – 0.45% 67
2015
Q1 		$541K Buy
9,075
+300
+3% +$19K 0.46% 62
2014
Q4 		$587K Buy
+8,775
New +$607K 0.52% 59

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

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

AIMZ Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 4,800 shares — an estimated $208K sold.

AIMZ Investment Advisors first reported a position in RDS.A in Q4 2014 and held it in 25 quarters. The position peaked at $976K in Q1 2016. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • AIMZ Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • AIMZ Investment Advisors sold 4,800 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $208K.
  • AIMZ Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2014 and held it in 25 quarters.
  • AIMZ Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $976K in Q1 2016.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on AIMZ Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.