CA
RDS.A

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

Crewe 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
-5,882
Closed -$255K – 515
2021
Q4 		$255K Hold
5,882
– – 0.05% 72
2021
Q3 		$262K Hold
5,882
– – 0.06% 56
2021
Q2 		$238K Hold
5,882
– – 0.06% 63
2021
Q1 		$231K Sell
5,882
-309
-5% -$12.4K 0.06% 56
2020
Q4 		$218K Sell
6,191
-30
-0.5% -$936 0.09% 57
2020
Q3 		$157K Sell
6,221
-5,869
-49% -$178K 0.07% 58
2020
Q2 		$395K Buy
12,090
+5,200
+75% +$178K 0.19% 32
2020
Q1 		$240K Hold
6,890
– – 0.14% 39
2019
Q4 		$406K Hold
6,890
– – 0.18% 36
2019
Q3 		$405K Hold
6,890
– – 0.19% 35
2019
Q2 		$448K Hold
6,890
– – 0.15% 40
2019
Q1 		$431K Hold
6,890
– – 0.14% 35
2018
Q4 		$401K Hold
6,890
– – 0.13% 36
2018
Q3 		$469K Buy
+6,890
New +$460K 0.4% 31

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 $363M AUM 65.91% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $824M AUM 78.19% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 1-Year Est. Return
CJL
Cyrus J. Lawrence New York $26.4M AUM 16.63% 1-Year Est. Return
BCFD
Boit C.F. David $238M AUM 26.75% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 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

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

Crewe Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 5,882 shares — an estimated $255K sold.

Crewe Advisors first reported a position in RDS.A in Q3 2018 and held it in 14 quarters. The position peaked at $469K in Q3 2018. 16 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Crewe Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Crewe Advisors sold 5,882 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $255K.
  • Crewe Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2018 and held it in 14 quarters.
  • Crewe Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $469K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Crewe Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.