AWM
RDS.A

Apollon Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Apollon Wealth Management’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
-5,304
Closed -$230K – 844
2021
Q4 		$230K Buy
+5,304
New +$239K 0.02% 659
2020
Q3 		– Sell
-535
Closed -$17K – 744
2020
Q2 		$17K Buy
+535
New +$18.4K 0.01% 406

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

Apollon Wealth Management's RDS.A Position: Q1 2022 in Review

Apollon Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 5,304 shares — an estimated $230K sold.

Apollon Wealth Management first reported a position in RDS.A in Q2 2020 and held it in 2 quarters. The position peaked at $230K in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Apollon Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Apollon Wealth Management sold 5,304 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $230K.
  • Apollon Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2020 and held it in 2 quarters.
  • Apollon Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $230K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Apollon Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.