EW
RDS.A

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

Evoke 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
Q1 		– Sell
-22,249
Closed -$966K – 1289
2021
Q4 		$966K Buy
22,249
+25
+0.1% +$1.13K 0.03% 184
2021
Q3 		$990K Hold
22,224
– – 0.04% 174
2021
Q2 		$898K Hold
22,224
– – 0.03% 186
2021
Q1 		$871K Hold
22,224
– – 0.04% 163
2020
Q4 		$781K Hold
22,224
– – 0.05% 113
2020
Q3 		$559K Sell
22,224
-80
-0.4% -$2.42K 0.05% 123
2020
Q2 		$729K Sell
22,304
-51
-0.2% -$1.75K 0.07% 88
2020
Q1 		$780K Buy
+22,355
New +$1.04M 0.11% 62
2019
Q4 		– Sell
-23,847
Closed -$1.4M – 1528
2019
Q3 		$1.4M Buy
+23,847
New +$1.42M 0.17% 65

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

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

Evoke Wealth sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 22,249 shares — an estimated $966K sold.

Evoke Wealth first reported a position in RDS.A in Q3 2019 and held it in 9 quarters. The position peaked at $1.4M in Q3 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Evoke Wealth reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Evoke Wealth sold 22,249 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $966K.
  • Evoke Wealth first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2019 and held it in 9 quarters.
  • Evoke Wealth's Royal Dutch Shell PLC ADS Class A position peaked at $1.4M in Q3 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.