CFO
RDS.A

CVA Family Office’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

CVA Family Office’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
-655
Closed -$28K – 1018
2021
Q4 		$28K Buy
655
+491
+299% +$22.2K 0.01% 472
2021
Q3 		$4K Sell
164
-491
-75% -$19.8K ﹤0.01% 332
2021
Q2 		$26K Buy
655
+491
+299% +$19.5K 0.01% 480
2021
Q1 		$6K Hold
164
– – ﹤0.01% 607
2020
Q4 		$6K Hold
164
– – ﹤0.01% 320
2020
Q3 		$4K Hold
164
– – ﹤0.01% 332
2020
Q2 		$5K Hold
164
– – ﹤0.01% 290
2020
Q1 		$6K Buy
+164
New +$7.66K 0.01% 272

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

CVA Family Office's RDS.A Position: Q1 2022 in Review

CVA Family Office sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 655 shares — an estimated $28K sold.

CVA Family Office first reported a position in RDS.A in Q1 2020 and held it in 8 quarters. The position peaked at $28K in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • CVA Family Office reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • CVA Family Office sold 655 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $28K.
  • CVA Family Office first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2020 and held it in 8 quarters.
  • CVA Family Office's Royal Dutch Shell PLC ADS Class A position peaked at $28K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on CVA Family Office's 13F filing for Q1 2022, filed 22 Apr 2022.