CWP
RDS.A

CFM Wealth Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-431
Closed -$14K – 495
2020
Q2 		$14K Sell
431
-1,218
-74% -$41.8K 0.01% 383
2020
Q1 		$58K Buy
+1,649
New +$77K 0.03% 256

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Franklin Resources
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Fidelity Investments
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CFM Wealth Partners's RDS.A Position: Q3 2020 in Review

CFM Wealth Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2020, closing a stake of 431 shares — an estimated $14K sold.

CFM Wealth Partners first reported a position in RDS.A in Q1 2020 and held it in 2 quarters. The position peaked at $58K in Q1 2020. 665 funds tracked by Wall St. Rank hold RDS.A as of Q3 2020.

  • CFM Wealth Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 431 Royal Dutch Shell PLC ADS Class A shares in Q3 2020, an estimated $14K.
  • CFM Wealth Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2020 and held it in 2 quarters.
  • CFM Wealth Partners's Royal Dutch Shell PLC ADS Class A position peaked at $58K in Q1 2020.
  • 665 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.