BRWA
RDS.A

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

B. Riley 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
2022
Q1 		– Sell
-8,112
Closed -$353K – 1544
2021
Q4 		$353K Sell
8,112
-1,176
-13% -$53.1K 0.01% 985
2021
Q3 		$409K Buy
9,288
+224
+2% +$9.04K 0.01% 883
2021
Q2 		$365K Sell
9,064
-453
-5% -$18K 0.01% 916
2021
Q1 		$369K Buy
9,517
+1,922
+25% +$77.4K 0.01% 887
2020
Q4 		$267K Sell
7,595
-6,748
-47% -$211K 0.01% 821
2020
Q3 		$403K Sell
14,343
-861
-6% -$26.1K 0.02% 615
2020
Q2 		$497K Buy
15,204
+2,105
+16% +$72.2K 0.03% 464
2020
Q1 		$458K Sell
13,099
-1,682
-11% -$78.5K 0.04% 415
2019
Q4 		$874K Buy
14,781
+622
+4% +$36.3K 0.07% 264
2019
Q3 		$835K Buy
14,159
+600
+4% +$35.6K 0.08% 254
2019
Q2 		$881K Sell
13,559
-699
-5% -$44.7K 0.1% 224
2019
Q1 		$888K Buy
14,258
+825
+6% +$51K 0.11% 209
2018
Q4 		$785K Sell
13,433
-2,720
-17% -$169K 0.11% 196
2018
Q3 		$1.1M Sell
16,153
-1,822
-10% -$122K 0.13% 173
2018
Q2 		$1.25M Buy
17,975
+5,192
+41% +$360K 0.16% 149
2018
Q1 		$818K Buy
12,783
+1,067
+9% +$70.3K 0.11% 198
2017
Q4 		$784K Buy
11,716
+5,745
+96% +$362K 0.11% 214
2017
Q3 		$364K Buy
5,971
+749
+14% +$41.9K 0.06% 334
2017
Q2 		$280K Buy
5,222
+144
+3% +$7.71K 0.05% 387
2017
Q1 		$270K Sell
5,078
-1,470
-22% -$78.7K 0.05% 380
2016
Q4 		$357K Buy
6,548
+1,390
+27% +$71.6K 0.07% 311
2016
Q3 		$260K Buy
+5,158
New +$263K 0.05% 455
2015
Q1 		– Sell
-852
Closed -$57 – 2180
2014
Q4 		$57 Buy
+852
New +$58.9K ﹤0.01% 2024
2014
Q3 		– Sell
-1,057
Closed -$87.1K – 2053
2014
Q2 		$87.1K Buy
+1,057
New +$82.6K 0.02% 781

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

B. Riley Wealth Advisors's RDS.A Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 8,112 shares — an estimated $353K sold.

B. Riley Wealth Advisors first reported a position in RDS.A in Q2 2014 and held it in 24 quarters. The position peaked at $1.25M in Q2 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,112 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $353K.
  • B. Riley Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2014 and held it in 24 quarters.
  • B. Riley Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $1.25M in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.