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

Arkadios 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
2021 Q4	–	Sell	-1,634	Closed	-$72K	–	1943
2021 Q3	$72K	Sell	1,634 -743	-31%	-$30K	0.01%	773
2021 Q2	$96K	Buy	2,377 +1,112	+88%	+$44.2K	0.01%	729
2021 Q1	$49K	Buy	1,265 +1,201	+1,877%	+$48.3K	0.01%	698
2020 Q4	$2K	Buy	+64	New	+$2K	﹤0.01%	1294
2020 Q2	–	Sell	-260	Closed	-$9.09K	–	1186
2020 Q1	$9.09K	Hold	260	–	–	0.01%	659
2019 Q4	$13.3K	Buy	+260	New	+$15.2K	0.01%	530

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arkadios Wealth Advisors's RDS.A Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2021, closing a stake of 1,634 shares — an estimated $72K sold.

Arkadios Wealth Advisors first reported a position in RDS.A in Q4 2019 and held it in 6 quarters. The position peaked at $96K in Q2 2021. 771 funds tracked by Wall St. Rank hold RDS.A as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,634 Royal Dutch Shell PLC ADS Class A shares in Q4 2021, an estimated $72K.
Arkadios Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and held it in 6 quarters.
Arkadios Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $96K in Q2 2021.
771 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.