Baldwin Wealth Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Baldwin Wealth Partners’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	-1,024	Closed	-$44K	–	707
2021 Q4	$44K	Hold	1,024	–	–	﹤0.01%	364
2021 Q3	$46K	Hold	1,024	–	–	0.01%	358
2021 Q2	$41K	Buy	1,024 +80	+8%	+$3.18K	﹤0.01%	381
2021 Q1	$37K	Hold	944	–	–	﹤0.01%	378
2020 Q4	$33K	Hold	944	–	–	﹤0.01%	362
2020 Q3	$24K	Hold	944	–	–	﹤0.01%	372
2020 Q2	$31K	Hold	944	–	–	﹤0.01%	350
2020 Q1	$33K	Hold	944	–	–	0.01%	322
2019 Q4	$56K	Buy	+944	New	+$55.1K	0.01%	304
2019 Q2	–	Sell	-600	Closed	-$38K	–	535
2019 Q1	$38K	Buy	+600	New	+$37.1K	0.01%	331
2017 Q2	–	Sell	-40	Closed	-$2K	–	512
2017 Q1	$2K	Sell	40 -547	-93%	-$29.3K	﹤0.01%	476
2016 Q4	$32K	Hold	587	–	–	0.01%	332
2016 Q3	$29K	Buy	587 +87	+17%	+$4.44K	0.01%	348
2016 Q2	$28K	Hold	500	–	–	0.01%	311
2016 Q1	$24K	Buy	+500	New	+$22.4K	﹤0.01%	352

Other funds holding RDS.A

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

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

Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

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

Baldwin Wealth Partners's RDS.A Position: Q1 2022 in Review

Baldwin Wealth Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 1,024 shares — an estimated $44K sold.

Baldwin Wealth Partners first reported a position in RDS.A in Q1 2016 and held it in 15 quarters. The position peaked at $56K in Q4 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

Baldwin Wealth Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 1,024 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $44K.
Baldwin Wealth Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2016 and held it in 15 quarters.
Baldwin Wealth Partners's Royal Dutch Shell PLC ADS Class A position peaked at $56K in Q4 2019.
17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Baldwin Wealth Partners's 13F filing for Q1 2022, filed 13 Apr 2022.