BIM
RDS.A

Bridges Investment Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Bridges Investment 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
-6,636
Closed -$288K – 227
2021
Q4 		$288K Sell
6,636
-200
-3% -$9.03K 0.01% 203
2021
Q3 		$305K Sell
6,836
-400
-6% -$16.1K 0.01% 195
2021
Q2 		$292K Sell
7,236
-187
-3% -$7.43K 0.01% 195
2021
Q1 		$291K Sell
7,423
-438
-6% -$17.6K 0.01% 198
2020
Q4 		$276K Buy
+7,861
New +$245K 0.01% 205
2020
Q3 		– Sell
-8,011
Closed -$262K – 220
2020
Q2 		$262K Sell
8,011
-3,507
-30% -$120K 0.01% 202
2020
Q1 		$401K Sell
11,518
-4,118
-26% -$192K 0.02% 174
2019
Q4 		$922K Buy
15,636
+2,192
+16% +$128K 0.03% 160
2019
Q3 		$791K Sell
13,444
-125
-0.9% -$7.42K 0.03% 229
2019
Q2 		$883K Sell
13,569
-114
-0.8% -$7.29K 0.03% 213
2019
Q1 		$856K Sell
13,683
-700
-5% -$43.3K 0.03% 210
2018
Q4 		$838K Buy
14,383
+5,200
+57% +$322K 0.04% 200
2018
Q3 		$625K Sell
9,183
-1,486
-14% -$99.2K 0.03% 184
2018
Q2 		$739K Sell
10,669
-100
-0.9% -$6.93K 0.03% 184
2018
Q1 		$687K Buy
+10,769
New +$709K 0.03% 182

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 $238M AUM 26.75% 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

Bridges Investment Management's RDS.A Position: Q1 2022 in Review

Bridges Investment Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 6,636 shares — an estimated $288K sold.

Bridges Investment Management first reported a position in RDS.A in Q1 2018 and held it in 15 quarters. The position peaked at $922K in Q4 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Bridges Investment Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Bridges Investment Management sold 6,636 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $288K.
  • Bridges Investment Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2018 and held it in 15 quarters.
  • Bridges Investment Management's Royal Dutch Shell PLC ADS Class A position peaked at $922K in Q4 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Bridges Investment Management's 13F filing for Q1 2022, filed 8 Apr 2022.