BFC
RDS.A

Bedel Financial Consulting’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Bedel Financial Consulting’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
-890
Closed -$39K – 1104
2021
Q4 		$39K Sell
890
-250
-22% -$11.3K 0.01% 447
2021
Q3 		$51K Hold
1,140
– – 0.02% 376
2021
Q2 		$46K Hold
1,140
– – 0.02% 390
2021
Q1 		$45K Buy
1,140
+250
+28% +$10.1K 0.02% 379
2020
Q4 		$31K Hold
890
– – 0.01% 386
2020
Q3 		$22K Hold
890
– – 0.01% 409
2020
Q2 		$29K Hold
890
– – 0.02% 354
2020
Q1 		$31K Hold
890
– – 0.02% 332
2019
Q4 		$52K Hold
890
– – 0.03% 286
2019
Q3 		$52K Hold
890
– – 0.03% 281
2019
Q2 		$58K Hold
890
– – 0.04% 263
2019
Q1 		$56K Hold
890
– – 0.04% 257
2018
Q4 		$52K Hold
890
– – 0.04% 248
2018
Q3 		$58K Hold
890
– – 0.04% 258
2018
Q2 		$62K Hold
890
– – 0.05% 245
2018
Q1 		$57K Buy
+890
New +$58.6K 0.04% 255

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

Bedel Financial Consulting's RDS.A Position: Q1 2022 in Review

Bedel Financial Consulting sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 890 shares — an estimated $39K sold.

Bedel Financial Consulting first reported a position in RDS.A in Q1 2018 and held it in 16 quarters. The position peaked at $62K in Q2 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Bedel Financial Consulting reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 890 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $39K.
  • Bedel Financial Consulting first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2018 and held it in 16 quarters.
  • Bedel Financial Consulting's Royal Dutch Shell PLC ADS Class A position peaked at $62K in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.