BWA
RDS.A

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

BDO 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
-1,468
Closed -$64K – 1168
2021
Q4 		$64K Buy
1,468
+1
+0.1% +$45 0.01% 408
2021
Q3 		$65K Buy
1,467
+1
+0.1% +$40 0.01% 407
2021
Q2 		$60K Hold
1,466
– – 0.01% 439
2021
Q1 		$58K Buy
1,466
+784
+115% +$31.6K 0.01% 433
2020
Q4 		$24K Buy
682
+301
+79% +$9.4K ﹤0.01% 442
2020
Q3 		$10K Sell
381
-502
-57% -$15.2K ﹤0.01% 502
2020
Q2 		$29K Buy
883
+1
+0.1% +$34 0.01% 382
2020
Q1 		$31K Buy
882
+80
+10% +$3.74K 0.01% 390
2019
Q4 		$47K Sell
802
-150
-16% -$8.76K 0.01% 304
2019
Q3 		$56K Hold
952
– – 0.01% 299
2019
Q2 		$62K Buy
952
+206
+28% +$13.2K 0.02% 286
2019
Q1 		$47K Sell
746
-309
-29% -$19.1K 0.01% 292
2018
Q4 		$61K Sell
1,055
-509
-33% -$31.6K 0.02% 245
2018
Q3 		$107K Buy
1,564
+1
+0.1% +$67 0.03% 214
2018
Q2 		$108K Buy
1,563
+961
+160% +$66.6K 0.04% 210
2018
Q1 		$38K Sell
602
-411
-41% -$27.1K 0.01% 275
2017
Q4 		$68K Buy
1,013
+11
+1% +$693 0.03% 187
2017
Q3 		$61K Buy
1,002
+417
+71% +$23.3K 0.03% 181
2017
Q2 		$31K Buy
+585
New +$31.3K 0.01% 268

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 $205M AUM 41.7% 1-Year Est. Return

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

BDO Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 1,468 shares — an estimated $64K sold.

BDO Wealth Advisors first reported a position in RDS.A in Q2 2017 and held it in 19 quarters. The position peaked at $108K in Q2 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • BDO Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,468 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $64K.
  • BDO Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2017 and held it in 19 quarters.
  • BDO Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $108K in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.