CWA
RDS.A

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

Clearview Wealth 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
-1,423
Closed -$62K – 722
2021
Q4 		$62K Sell
1,423
-189
-12% -$8.53K 0.04% 212
2021
Q3 		$72K Buy
1,612
+11
+0.7% +$444 0.05% 201
2021
Q2 		$65K Buy
1,601
+8
+0.5% +$318 0.04% 218
2021
Q1 		$62K Buy
1,593
+8
+0.5% +$322 0.04% 211
2020
Q4 		$56K Buy
+1,585
New +$49.5K 0.04% 189

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

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

Clearview Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 1,423 shares — an estimated $62K sold.

Clearview Wealth Advisors first reported a position in RDS.A in Q4 2020 and held it in 5 quarters. The position peaked at $72K in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,423 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $62K.
  • Clearview Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2020 and held it in 5 quarters.
  • Clearview Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $72K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.