CA
RDS.A

Clearstead Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Clearstead Advisors’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
-13,458
Closed -$584K – 1486
2021
Q4 		$584K Hold
13,458
– – 0.04% 240
2021
Q3 		$600K Sell
13,458
-900
-6% -$36.3K 0.04% 222
2021
Q2 		$580K Sell
14,358
-1,667
-10% -$66.3K 0.04% 210
2021
Q1 		$629K Hold
16,025
– – 0.05% 198
2020
Q4 		$563K Sell
16,025
-539
-3% -$16.8K 0.05% 198
2020
Q3 		$417K Buy
16,564
+314
+2% +$9.5K 0.04% 202
2020
Q2 		$532K Sell
16,250
-700
-4% -$24K 0.06% 173
2020
Q1 		$591K Buy
16,950
+10,600
+167% +$495K 0.09% 149
2019
Q4 		$375K Sell
6,350
-625
-9% -$36.5K 0.05% 204
2019
Q3 		$410K Sell
6,975
-250
-3% -$14.8K 0.05% 184
2019
Q2 		$470K Sell
7,225
-688
-9% -$44K 0.06% 177
2019
Q1 		$495K Sell
7,913
-768
-9% -$47.5K 0.07% 170
2018
Q4 		$506K Sell
8,681
-251
-3% -$15.6K 0.08% 159
2018
Q3 		$608K Buy
8,932
+339
+4% +$22.6K 0.08% 133
2018
Q2 		$596K Buy
8,593
+618
+8% +$42.8K 0.09% 132
2018
Q1 		$508K Hold
7,975
– – 0.07% 137
2017
Q4 		$532K Sell
7,975
-300
-4% -$18.9K 0.07% 139
2017
Q3 		$501K Buy
8,275
+2,967
+56% +$166K 0.07% 154
2017
Q2 		$282K Buy
5,308
+8
+0.2% +$428 0.04% 193
2017
Q1 		$279K Sell
5,300
-1,674
-24% -$89.6K 0.04% 186
2016
Q4 		$379K Buy
+6,974
New +$359K 0.06% 149

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

Clearstead Advisors's RDS.A Position: Q1 2022 in Review

Clearstead Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 13,458 shares — an estimated $584K sold.

Clearstead Advisors first reported a position in RDS.A in Q4 2016 and held it in 21 quarters. The position peaked at $629K in Q1 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Clearstead Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Clearstead Advisors sold 13,458 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $584K.
  • Clearstead Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2016 and held it in 21 quarters.
  • Clearstead Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $629K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Clearstead Advisors's 13F filing for Q1 2022, filed 4 May 2022.