FWP
RDS.A

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

Falcon Wealth Planning’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
-7,280
Closed -$316K – 83
2021
Q4 		$316K Buy
7,280
+87
+1% +$3.93K 0.1% 58
2021
Q3 		$321K Buy
7,193
+92
+1% +$3.71K 0.12% 53
2021
Q2 		$287K Hold
7,101
– – 0.12% 51
2021
Q1 		$278K Buy
+7,101
New +$286K 0.14% 50

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 $205M AUM 41.7% 1-Year Est. Return

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

Falcon Wealth Planning sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 7,280 shares — an estimated $316K sold.

Falcon Wealth Planning first reported a position in RDS.A in Q1 2021 and held it in 4 quarters. The position peaked at $321K in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Falcon Wealth Planning reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Falcon Wealth Planning sold 7,280 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $316K.
  • Falcon Wealth Planning first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2021 and held it in 4 quarters.
  • Falcon Wealth Planning's Royal Dutch Shell PLC ADS Class A position peaked at $321K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Falcon Wealth Planning's 13F filing for Q1 2022, filed 5 May 2022.