BFA
RDS.A

Bragg Financial Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Bragg Financial 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
-74,347
Closed -$3.31M – 323
2021
Q4 		$3.31M Hold
74,347
– – 0.21% 126
2021
Q3 		$3.31M Buy
74,347
+1,060
+1% +$42.8K 0.21% 126
2021
Q2 		$2.96M Sell
73,287
-406
-0.6% -$16.1K 0.19% 132
2021
Q1 		$2.89M Buy
73,693
+1,248
+2% +$50.2K 0.19% 129
2020
Q4 		$2.55M Buy
72,445
+10,201
+16% +$318K 0.22% 122
2020
Q3 		$1.57M Buy
62,244
+8,951
+17% +$271K 0.16% 136
2020
Q2 		$1.74M Sell
53,293
-5,630
-10% -$193K 0.19% 127
2020
Q1 		$2.06M Buy
58,923
+15,965
+37% +$746K 0.28% 112
2019
Q4 		$2.53M Buy
42,958
+4,082
+11% +$238K 0.28% 115
2019
Q3 		$2.29M Buy
38,876
+2,518
+7% +$149K 0.28% 117
2019
Q2 		$2.37M Buy
36,358
+1,010
+3% +$64.6K 0.29% 116
2019
Q1 		$2.21M Buy
35,348
+3,980
+13% +$246K 0.29% 115
2018
Q4 		$1.83M Buy
31,368
+13,383
+74% +$830K 0.27% 123
2018
Q3 		$1.23M Buy
17,985
+3,548
+25% +$237K 0.16% 152
2018
Q2 		$999K Buy
14,437
+2,625
+22% +$182K 0.14% 156
2018
Q1 		$754K Buy
11,812
+5,571
+89% +$367K 0.11% 172
2017
Q4 		$416K Buy
+6,241
New +$393K 0.06% 212

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

Bragg Financial Advisors's RDS.A Position: Q1 2022 in Review

Bragg Financial Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 74,347 shares — an estimated $3.31M sold.

Bragg Financial Advisors first reported a position in RDS.A in Q4 2017 and held it in 17 quarters. The position peaked at $3.31M in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Bragg Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Bragg Financial Advisors sold 74,347 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $3.31M.
  • Bragg Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 17 quarters.
  • Bragg Financial Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $3.31M in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Bragg Financial Advisors's 13F filing for Q1 2022, filed 11 May 2022.