CWP
RDS.A

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

Concord 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
2022
Q1 		– Sell
-561
Closed -$24K – 1432
2021
Q4 		$24K Buy
561
+97
+21% +$4.38K 0.01% 609
2021
Q3 		$21K Hold
464
– – 0.01% 370
2021
Q2 		$19K Sell
464
-161
-26% -$6.4K 0.01% 515
2021
Q1 		$25K Hold
625
– – 0.01% 444
2020
Q4 		$22K Buy
+625
New +$19.5K 0.02% 300

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

Concord Wealth Partners's RDS.A Position: Q1 2022 in Review

Concord Wealth Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 561 shares — an estimated $24K sold.

Concord Wealth Partners first reported a position in RDS.A in Q4 2020 and held it in 5 quarters. The position peaked at $25K in Q1 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Concord Wealth Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 561 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $24K.
  • Concord Wealth Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2020 and held it in 5 quarters.
  • Concord Wealth Partners's Royal Dutch Shell PLC ADS Class A position peaked at $25K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.