AI
RDS.A

Atria Investments’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Atria Investments’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
2020
Q1 		– Sell
-21,855
Closed -$1.29M – 1257
2019
Q4 		$1.29M Buy
21,855
+6,915
+46% +$404K 0.03% 448
2019
Q3 		$879K Sell
14,940
-3,071
-17% -$182K 0.03% 454
2019
Q2 		$1.02M Buy
18,011
+7,740
+75% +$495K 0.04% 404
2019
Q1 		$643K Buy
10,271
+1,913
+23% +$118K 0.03% 469
2018
Q4 		$487K Buy
8,358
+768
+10% +$47.6K 0.02% 511
2018
Q3 		$517K Buy
7,590
+1,156
+18% +$77.2K 0.02% 583
2018
Q2 		$445K Sell
6,434
-160
-2% -$11.1K 0.02% 606
2018
Q1 		$421K Buy
6,594
+501
+8% +$33K 0.02% 563
2017
Q4 		$406K Buy
6,093
+1,472
+32% +$92.8K 0.02% 544
2017
Q3 		$280K Buy
4,621
+454
+11% +$25.4K 0.02% 628
2017
Q2 		$222K Buy
+4,167
New +$223K 0.01% 670
2015
Q3 		– Sell
-8,416
Closed -$480K – 416
2015
Q2 		$480K Sell
8,416
-1,162
-12% -$70.7K 0.06% 246
2015
Q1 		$571K Sell
9,578
-980
-9% -$62.1K 0.06% 221
2014
Q4 		$707K Buy
10,558
+936
+10% +$64.7K 0.08% 210
2014
Q3 		$733K Sell
9,622
-138
-1% -$11.1K 0.08% 225
2014
Q2 		$804K Buy
9,760
+403
+4% +$31.5K 0.08% 207
2014
Q1 		$684K Sell
9,357
-247
-3% -$17.7K 0.07% 236
2013
Q4 		$684K Sell
9,604
-274
-3% -$18.4K 0.07% 235
2013
Q3 		$649K Buy
9,878
+1,507
+18% +$98.6K 0.07% 233
2013
Q2 		$534K Buy
+8,371
New +$554K 0.07% 170

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Atria Investments's RDS.A Position: Q1 2020 in Review

Atria Investments sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 21,855 shares — an estimated $1.29M sold.

Atria Investments first reported a position in RDS.A in Q2 2013 and held it in 20 quarters. The position peaked at $1.29M in Q4 2019. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

  • Atria Investments reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
  • Atria Investments sold 21,855 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $1.29M.
  • Atria Investments first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 20 quarters.
  • Atria Investments's Royal Dutch Shell PLC ADS Class A position peaked at $1.29M in Q4 2019.
  • 836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.