APA
RDS.A

American Portfolios Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

American Portfolios 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
-2,341
Closed -$102K – 3695
2021
Q4 		$102K Buy
2,341
+821
+54% +$37.1K ﹤0.01% 1500
2021
Q3 		$67.7K Sell
1,520
-253
-14% -$10.2K ﹤0.01% 1625
2021
Q2 		$71.6K Buy
1,773
+1
+0.1% +$40 ﹤0.01% 1551
2021
Q1 		$69.5K Buy
1,772
+187
+12% +$7.53K ﹤0.01% 1463
2020
Q4 		$55.7K Sell
1,585
-1,086
-41% -$33.9K ﹤0.01% 1373
2020
Q3 		$67.2K Buy
2,671
+145
+6% +$4.39K ﹤0.01% 1221
2020
Q2 		$82.6K Buy
2,526
+50
+2% +$1.72K 0.01% 1067
2020
Q1 		$86.4K Buy
2,476
+68
+3% +$3.18K 0.01% 937
2019
Q4 		$142K Sell
2,408
-115
-5% -$6.71K 0.01% 882
2019
Q3 		$148K Sell
2,523
-142
-5% -$8.43K 0.01% 817
2019
Q2 		$173K Buy
+2,665
New +$170K 0.01% 768
2019
Q1 		– Sell
-813
Closed -$47.4K – 2669
2018
Q4 		$47.4K Sell
813
-1,175
-59% -$72.9K 0.01% 1028
2018
Q3 		$135K Buy
1,988
+967
+95% +$64.6K 0.02% 720
2018
Q2 		$70.7K Buy
1,021
+302
+42% +$20.9K 0.01% 945
2018
Q1 		$45.9K Sell
719
-89
-11% -$5.86K 0.01% 1060
2017
Q4 		$53.9K Buy
+808
New +$50.9K 0.01% 960

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 $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

American Portfolios Advisors's RDS.A Position: Q1 2022 in Review

American Portfolios Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 2,341 shares — an estimated $102K sold.

American Portfolios Advisors first reported a position in RDS.A in Q4 2017 and held it in 16 quarters. The position peaked at $173K in Q2 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • American Portfolios Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 2,341 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $102K.
  • American Portfolios Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 16 quarters.
  • American Portfolios Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $173K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on American Portfolios Advisors's 13F filing for Q1 2022, filed 21 Mar 2023.