FWP
RDS.A

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

FAS Wealth Partners’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
-1,808
Closed -$78K – 412
2021
Q4 		$78K Sell
1,808
-172
-9% -$7.77K 0.01% 325
2021
Q3 		$88K Sell
1,980
-2,849
-59% -$115K 0.01% 318
2021
Q2 		$195K Sell
4,829
-70
-1% -$2.78K 0.02% 274
2021
Q1 		$192K Buy
4,899
+301
+7% +$12.1K 0.02% 257
2020
Q4 		$162K Buy
4,598
+1
+0% +$31 0.02% 250
2020
Q3 		$116K Sell
4,597
-148
-3% -$4.48K 0.02% 245
2020
Q2 		$155K Buy
4,745
+91
+2% +$3.12K 0.02% 225
2020
Q1 		$162K Buy
+4,654
New +$217K 0.03% 211
2015
Q2 		– Sell
-4,956
Closed -$276K – 116
2015
Q1 		$276K Hold
4,956
– – 0.14% 77
2014
Q4 		$310K Buy
+4,956
New +$320K 0.16% 64
2014
Q1 		– Sell
-5,068
Closed -$337K – 97
2013
Q4 		$337K Buy
+5,068
New +$318K 0.2% 56

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 $334M AUM 74.9% 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 $220M AUM 46.36% 1-Year Est. Return

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

FAS Wealth Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 1,808 shares — an estimated $78K sold.

FAS Wealth Partners first reported a position in RDS.A in Q4 2013 and held it in 11 quarters. The position peaked at $337K in Q4 2013. 16 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • FAS Wealth Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • FAS Wealth Partners sold 1,808 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $78K.
  • FAS Wealth Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2013 and held it in 11 quarters.
  • FAS Wealth Partners's Royal Dutch Shell PLC ADS Class A position peaked at $337K in Q4 2013.
  • 16 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on FAS Wealth Partners's 13F filing for Q1 2022, filed 4 May 2022.