CW
RDS.A

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

Connectus Wealth’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
Q2 		– Sell
-33,522
Closed -$1.46M – 486
2022
Q1 		$1.46M Sell
33,522
-8,189
-20% -$399K 0.05% 195
2021
Q4 		$1.81M Buy
+41,711
New +$1.88M 0.07% 153

Other funds holding RDS.A

GCM
Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return
CJL
Cyrus J. Lawrence New York $26.4M AUM 16.63% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Connectus Wealth's RDS.A Position: Q2 2022 in Review

Connectus Wealth sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2022, closing a stake of 33,522 shares — an estimated $1.46M sold.

Connectus Wealth first reported a position in RDS.A in Q4 2021 and held it in 2 quarters. The position peaked at $1.81M in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.A as of Q2 2022.

  • Connectus Wealth reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2022 after selling out during the quarter.
  • Connectus Wealth sold 33,522 Royal Dutch Shell PLC ADS Class A shares in Q2 2022, an estimated $1.46M.
  • Connectus Wealth first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2021 and held it in 2 quarters.
  • Connectus Wealth's Royal Dutch Shell PLC ADS Class A position peaked at $1.81M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2022.

Based on Connectus Wealth's 13F filing for Q2 2022, filed 8 Aug 2022.