Certified Advisory Corp’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-152	Closed	-$6K	–	794
2021 Q1	$6K	Buy	+152	New	+$6.12K	﹤0.01%	661
2020 Q2	$5K	Hold	152	–	–	﹤0.01%	641
2020 Q1	$5K	Hold	152	–	–	﹤0.01%	626
2019 Q4	$9K	Hold	152	–	–	﹤0.01%	610
2019 Q3	$9K	Hold	152	–	–	﹤0.01%	607
2019 Q2	$10K	Hold	152	–	–	﹤0.01%	589
2019 Q1	$10K	Hold	152	–	–	﹤0.01%	559
2018 Q4	$9K	Hold	152	–	–	﹤0.01%	563
2018 Q3	$10K	Buy	+152	New	+$10.2K	﹤0.01%	573

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Certified Advisory Corp's RDS.A Position: Q2 2021 in Review

Certified Advisory Corp sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2021, closing a stake of 152 shares — an estimated $6K sold.

Certified Advisory Corp first reported a position in RDS.A in Q3 2018 and held it in 9 quarters. The position peaked at $10K in Q2 2019. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2021.

Certified Advisory Corp reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 152 Royal Dutch Shell PLC ADS Class A shares in Q2 2021, an estimated $6K.
Certified Advisory Corp first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2018 and held it in 9 quarters.
Certified Advisory Corp's Royal Dutch Shell PLC ADS Class A position peaked at $10K in Q2 2019.
769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.