AWM
RDS.A

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

Aries 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
-5,022
Closed -$218K – 244
2021
Q4 		$218K Sell
5,022
-798
-14% -$36K 0.08% 171
2021
Q3 		$259K Hold
5,820
– – 0.11% 152
2021
Q2 		$235K Buy
+5,820
New +$231K 0.1% 160
2018
Q3 		– Sell
-2,926
Closed -$200K – 141
2018
Q2 		$200K Hold
2,926
– – 0.18% 127
2018
Q1 		$200K Hold
2,926
– – 0.19% 120
2017
Q4 		$204K Buy
+2,926
New +$184K 0.19% 126

Other funds holding RDS.A

Connectus Wealth
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 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 $220M AUM 46.36% 1-Year Est. Return

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

Aries Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 5,022 shares — an estimated $218K sold.

Aries Wealth Management first reported a position in RDS.A in Q4 2017 and held it in 6 quarters. The position peaked at $259K in Q3 2021. 16 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Aries Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Aries Wealth Management sold 5,022 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $218K.
  • Aries Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 6 quarters.
  • Aries Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $259K in Q3 2021.
  • 16 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Aries Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.