BWM
RDS.A

BerganKDV Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

BerganKDV Wealth Management’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
-544
Closed -$24K – 1136
2021
Q4 		$24K Hold
544
– – ﹤0.01% 527
2021
Q3 		$24K Hold
544
– – ﹤0.01% 504
2021
Q2 		$22K Hold
544
– – ﹤0.01% 508
2021
Q1 		$21K Hold
544
– – ﹤0.01% 484
2020
Q4 		$19K Sell
544
-364
-40% -$11.4K ﹤0.01% 489
2020
Q3 		$23K Buy
908
+4
+0.4% +$121 ﹤0.01% 409
2020
Q2 		$30K Buy
904
+2
+0.2% +$69 0.01% 409
2020
Q1 		$31K Sell
902
-211
-19% -$9.85K 0.01% 376
2019
Q4 		$66K Buy
1,113
+769
+224% +$44.9K 0.01% 322
2019
Q3 		$20K Sell
344
-20
-5% -$1.19K ﹤0.01% 432
2019
Q2 		$24K Sell
364
-471
-56% -$30.1K ﹤0.01% 408
2019
Q1 		$52K Buy
835
+4
+0.5% +$247 0.01% 333
2018
Q4 		$48K Buy
831
+4
+0.5% +$248 0.01% 303
2018
Q3 		$56K Buy
827
+4
+0.5% +$267 0.01% 306
2018
Q2 		$57K Buy
+823
New +$57K 0.01% 305

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

BerganKDV Wealth Management's RDS.A Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 544 shares — an estimated $24K sold.

BerganKDV Wealth Management first reported a position in RDS.A in Q2 2018 and held it in 15 quarters. The position peaked at $66K in Q4 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 544 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $24K.
  • BerganKDV Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2018 and held it in 15 quarters.
  • BerganKDV Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $66K in Q4 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.