CWC
RDS.A

Carolinas Wealth Consulting’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Carolinas Wealth 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
-88
Closed -$4K – 1044
2021
Q4 		$4K Hold
88
– – ﹤0.01% 755
2021
Q3 		$4K Buy
88
+1
+1% +$40 ﹤0.01% 721
2021
Q2 		$3K Buy
87
+1
+1% +$40 ﹤0.01% 786
2021
Q1 		$3K Buy
86
+1
+1% +$40 ﹤0.01% 791
2020
Q4 		$3K Sell
85
-195
-70% -$6.09K ﹤0.01% 724
2020
Q3 		$7K Sell
280
-99
-26% -$3K ﹤0.01% 535
2020
Q2 		$12K Buy
+379
New +$13K ﹤0.01% 328

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

Carolinas Wealth Consulting's RDS.A Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 88 shares — an estimated $4K sold.

Carolinas Wealth Consulting first reported a position in RDS.A in Q2 2020 and held it in 7 quarters. The position peaked at $12K in Q2 2020. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 88 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $4K.
  • Carolinas Wealth Consulting first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2020 and held it in 7 quarters.
  • Carolinas Wealth Consulting's Royal Dutch Shell PLC ADS Class A position peaked at $12K in Q2 2020.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.