AAS
RDS.A

Avantax Advisory Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Avantax Advisory Services’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
-87,816
Closed -$3.81M – 1378
2021
Q4 		$3.81M Sell
87,816
-8,059
-8% -$364K 0.06% 241
2021
Q3 		$4.27M Sell
95,875
-8,098
-8% -$327K 0.07% 202
2021
Q2 		$4.2M Buy
103,973
+7,786
+8% +$310K 0.08% 192
2021
Q1 		$3.77M Buy
96,187
+12,995
+16% +$523K 0.08% 186
2020
Q4 		$2.92M Sell
83,192
-57,889
-41% -$1.81M 0.07% 196
2020
Q3 		$3.55M Buy
141,081
+64,804
+85% +$1.96M 0.06% 256
2020
Q2 		$2.5M Sell
76,277
-3,265
-4% -$112K 0.07% 186
2020
Q1 		$2.77M Buy
79,542
+13,817
+21% +$645K 0.08% 158
2019
Q4 		$3.88M Buy
65,725
+16,323
+33% +$953K 0.09% 137
2019
Q3 		$2.91M Buy
49,402
+8,103
+20% +$481K 0.12% 90
2019
Q2 		$2.69M Buy
41,299
+10,113
+32% +$647K 0.12% 89
2019
Q1 		$1.95M Buy
31,186
+8,707
+39% +$538K 0.1% 105
2018
Q4 		$1.31M Buy
+22,479
New +$1.39M 0.22% 108

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 $209M AUM 31.14% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $243M AUM 17.47% 1-Year Est. Return
CJL
Cyrus J. Lawrence New York $26.4M AUM 16.63% 1-Year Est. Return
BCFD
Boit C.F. David $225M AUM 21.53% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 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

Avantax Advisory Services's RDS.A Position: Q1 2022 in Review

Avantax Advisory Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 87,816 shares — an estimated $3.81M sold.

Avantax Advisory Services first reported a position in RDS.A in Q4 2018 and held it in 13 quarters. The position peaked at $4.27M in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Avantax Advisory Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 87,816 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $3.81M.
  • Avantax Advisory Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 13 quarters.
  • Avantax Advisory Services's Royal Dutch Shell PLC ADS Class A position peaked at $4.27M in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Avantax Advisory Services's 13F filing for Q1 2022, filed 27 Apr 2022.