AP
RDS.A

Atwood & Palmer’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Atwood & Palmer’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
-324
Closed -$14K – 472
2021
Q4 		$14K Sell
324
-276
-46% -$12.5K ﹤0.01% 352
2021
Q3 		$27K Hold
600
– – ﹤0.01% 281
2021
Q2 		$24K Hold
600
– – ﹤0.01% 281
2021
Q1 		$24K Hold
600
– – ﹤0.01% 276
2020
Q4 		$21K Hold
600
– – ﹤0.01% 275
2020
Q3 		$15K Hold
600
– – ﹤0.01% 251
2020
Q2 		$20K Hold
600
– – ﹤0.01% 228
2020
Q1 		$21K Hold
600
– – ﹤0.01% 219
2019
Q4 		$35K Hold
600
– – ﹤0.01% 198
2019
Q3 		$35K Hold
600
– – ﹤0.01% 205
2019
Q2 		$39K Hold
600
– – 0.01% 191
2019
Q1 		$38K Hold
600
– – 0.01% 189
2018
Q4 		$35K Hold
600
– – 0.01% 185
2018
Q3 		$41K Hold
600
– – 0.01% 191
2018
Q2 		$42K Sell
600
-1,000
-63% -$69.3K 0.01% 186
2018
Q1 		$102K Hold
1,600
– – 0.01% 154
2017
Q4 		$107K Hold
1,600
– – 0.02% 152
2017
Q3 		$97K Hold
1,600
– – 0.01% 155
2017
Q2 		$85K Buy
1,600
+990
+162% +$52.6K 0.01% 164
2017
Q1 		$32K Sell
610
-11
-2% -$574 0.01% 196
2016
Q4 		$33K Hold
621
– – 0.01% 195
2016
Q3 		$30K Sell
621
-12
-2% -$587 0.01% 198
2016
Q2 		$33K Hold
633
– – 0.01% 196
2016
Q1 		$29K Sell
633
-280
-31% -$11.9K 0.01% 208
2015
Q4 		$40K Buy
+913
New +$43.5K 0.01% 219
2015
Q3 		– Sell
-1,124
Closed -$61K – 463
2015
Q2 		$61K Sell
1,124
-161
-13% -$9.23K 0.01% 178
2015
Q1 		$72K Sell
1,285
-321
-20% -$19K 0.01% 174
2014
Q4 		$101K Sell
1,606
-214
-12% -$13.8K 0.02% 166
2014
Q3 		$129K Buy
1,820
+428
+31% +$32.1K 0.02% 151
2014
Q2 		$107K Buy
+1,392
New +$102K 0.03% 154

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

Atwood & Palmer's RDS.A Position: Q1 2022 in Review

Atwood & Palmer sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 324 shares — an estimated $14K sold.

Atwood & Palmer first reported a position in RDS.A in Q2 2014 and held it in 30 quarters. The position peaked at $129K in Q3 2014. 16 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Atwood & Palmer reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Atwood & Palmer sold 324 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $14K.
  • Atwood & Palmer first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2014 and held it in 30 quarters.
  • Atwood & Palmer's Royal Dutch Shell PLC ADS Class A position peaked at $129K in Q3 2014.
  • 16 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Atwood & Palmer's 13F filing for Q1 2022, filed 29 Apr 2022.