AWA
RDS.A

Amplius Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Amplius Wealth 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
-900
Closed -$39K – 1014
2021
Q4 		$39K Buy
+900
New +$40.6K 0.01% 371

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

Amplius Wealth Advisors's RDS.A Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 900 shares — an estimated $39K sold.

Amplius Wealth Advisors first reported a position in RDS.A in Q4 2021 and held it in 1 quarter. The position peaked at $39K in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 900 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $39K.
  • Amplius Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $39K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.