Cypress Point Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Cypress Point Wealth Management’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
2021 Q4	–	Sell	-250	Closed	-$11K	–	172
2021 Q3	$11K	Hold	250	–	–	0.01%	111
2021 Q2	$10K	Hold	250	–	–	0.01%	143
2021 Q1	$10K	Hold	250	–	–	0.01%	78
2020 Q4	$9K	Buy	+250	New	+$7.8K	0.01%	164

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cypress Point Wealth Management's RDS.A Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2021, closing a stake of 250 shares — an estimated $11K sold.

Cypress Point Wealth Management first reported a position in RDS.A in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q3 2021. 771 funds tracked by Wall St. Rank hold RDS.A as of Q4 2021.

Cypress Point Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 250 Royal Dutch Shell PLC ADS Class A shares in Q4 2021, an estimated $11K.
Cypress Point Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2020 and held it in 4 quarters.
Cypress Point Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $11K in Q3 2021.
771 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.