AAP
RDS.A

Arax Advisory Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Arax Advisory 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
-2,210
Closed -$96K – 1227
2021
Q4 		$96K Buy
2,210
+200
+10% +$9.03K 0.01% 351
2021
Q3 		$90K Hold
2,010
– – 0.01% 355
2021
Q2 		$81K Buy
+2,010
New +$79.9K 0.01% 383
2020
Q4 		$71K Hold
2,010
– – 0.01% 352
2020
Q3 		$51K Hold
2,010
– – 0.01% 378
2020
Q2 		$66K Sell
2,010
-3,269
-62% -$112K 0.01% 317
2020
Q1 		$184K Buy
5,279
+703
+15% +$32.8K 0.04% 162
2019
Q4 		$270K Sell
4,576
-376
-8% -$22K 0.08% 115
2019
Q3 		$291K Buy
4,952
+11
+0.2% +$653 0.09% 102
2019
Q2 		$322K Buy
+4,941
New +$316K 0.11% 86
2018
Q4 		$285K Sell
4,884
-186
-4% -$11.5K 0.11% 92
2018
Q3 		$345K Sell
5,070
-1,260
-20% -$84.1K 0.14% 81
2018
Q2 		$438K Buy
6,330
+591
+10% +$40.9K 0.19% 54
2018
Q1 		$366K Sell
5,739
-446
-7% -$29.4K 0.19% 54
2017
Q4 		$412K Sell
6,185
-259
-4% -$16.3K 0.18% 50
2017
Q3 		$390K Sell
6,444
-221
-3% -$12.4K 0.19% 43
2017
Q2 		$354K Buy
6,665
+373
+6% +$19.8K 0.17% 53
2017
Q1 		$326K Buy
6,292
+807
+15% +$42.1K 0.16% 46
2016
Q4 		$288K Buy
+5,485
New +$273K 0.14% 44

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 $824M AUM 78.19% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 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 $3.29B AUM 4.86% 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

Arax Advisory Partners's RDS.A Position: Q1 2022 in Review

Arax Advisory Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 2,210 shares — an estimated $96K sold.

Arax Advisory Partners first reported a position in RDS.A in Q4 2016 and held it in 19 quarters. The position peaked at $438K in Q2 2018. 16 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Arax Advisory Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Arax Advisory Partners sold 2,210 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $96K.
  • Arax Advisory Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2016 and held it in 19 quarters.
  • Arax Advisory Partners's Royal Dutch Shell PLC ADS Class A position peaked at $438K in Q2 2018.
  • 16 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Arax Advisory Partners's 13F filing for Q1 2022, filed 12 May 2022.