CIAS
RDS.A

Capital Investment Advisory Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Capital Investment Advisory Services’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
-5,860
Closed -$254K – 890
2021
Q4 		$254K Sell
5,860
-353
-6% -$15.9K 0.03% 411
2021
Q3 		$277K Buy
6,213
+1
+0% +$40 0.04% 381
2021
Q2 		$251K Sell
6,212
-200
-3% -$7.95K 0.03% 400
2021
Q1 		$251K Sell
6,412
-50
-0.8% -$2.01K 0.04% 369
2020
Q4 		$227K Sell
6,462
-250
-4% -$7.8K 0.03% 391
2020
Q3 		$169K Buy
6,712
+2,037
+44% +$61.6K 0.03% 375
2020
Q2 		$153K Buy
4,675
+183
+4% +$6.28K 0.03% 335
2020
Q1 		$157K Buy
4,492
+3,320
+283% +$155K 0.04% 307
2019
Q4 		$69K Sell
1,172
-154
-12% -$8.99K 0.02% 370
2019
Q3 		$78K Hold
1,326
– – 0.02% 447
2019
Q2 		$85K Sell
1,326
-350
-21% -$22.4K 0.03% 423
2019
Q1 		$105K Sell
1,676
-434
-21% -$26.8K 0.04% 330
2018
Q4 		$99K Buy
+2,110
New +$131K 0.04% 307

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 $363M AUM 65.91% 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

Capital Investment Advisory Services's RDS.A Position: Q1 2022 in Review

Capital Investment Advisory Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 5,860 shares — an estimated $254K sold.

Capital Investment Advisory Services first reported a position in RDS.A in Q4 2018 and held it in 13 quarters. The position peaked at $277K in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Capital Investment Advisory Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Capital Investment Advisory Services sold 5,860 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $254K.
  • Capital Investment Advisory Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 13 quarters.
  • Capital Investment Advisory Services's Royal Dutch Shell PLC ADS Class A position peaked at $277K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Capital Investment Advisory Services's 13F filing for Q1 2022, filed 3 May 2022.