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	-4,629	Closed	-$276K	–	116
2015 Q1	$276K	Hold	4,629	–	–	0.14%	77
2014 Q4	$310K	Buy	+4,629	New	+$320K	0.16%	64
2014 Q1	–	Sell	-4,734	Closed	-$337K	–	97
2013 Q4	$337K	Buy	+4,734	New	+$318K	0.2%	56

Other funds holding RDS.A

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Schulhoff & Co Cincinnati, Ohio $243M AUM 17.47% 1-Year Est. Return

Cyrus J. Lawrence New York $26.4M AUM 16.63% 1-Year Est. Return

Boit C.F. David $225M AUM 21.53% 1-Year Est. Return

Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return

Founders Capital Management (Texas) Houston, Texas $205M AUM 41.7% 1-Year Est. Return