FAIM
RDS.A

Financial Advocates Investment Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Financial Advocates Investment 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
2022
Q1 		– Sell
-17,184
Closed -$746K – 840
2021
Q4 		$746K Sell
17,184
-1,066
-6% -$48.1K 0.05% 393
2021
Q3 		$814K Sell
18,250
-760
-4% -$30.7K 0.06% 359
2021
Q2 		$768K Buy
19,010
+70
+0.4% +$2.78K 0.05% 376
2021
Q1 		$743K Sell
18,940
-836
-4% -$33.7K 0.05% 389
2020
Q4 		$695K Buy
19,776
+11,374
+135% +$355K 0.05% 377
2020
Q3 		$212K Buy
+8,402
New +$254K 0.02% 570
2020
Q1 		– Sell
-4,768
Closed -$281K – 556
2019
Q4 		$281K Buy
4,768
+59
+1% +$3.44K 0.03% 411
2019
Q3 		$277K Sell
4,709
-709
-13% -$42.1K 0.03% 393
2019
Q2 		$352K Buy
5,418
+53
+1% +$3.39K 0.04% 348
2019
Q1 		$336K Sell
5,365
-398
-7% -$24.6K 0.04% 343
2018
Q4 		$336K Sell
5,763
-236
-4% -$14.6K 0.05% 318
2018
Q3 		$409K Buy
5,999
+221
+4% +$14.8K 0.05% 319
2018
Q2 		$395K Buy
5,778
+511
+10% +$35.4K 0.05% 308
2018
Q1 		$336K Buy
5,267
+216
+4% +$14.2K 0.04% 346
2017
Q4 		$337K Buy
+5,051
New +$318K 0.05% 333

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 $363M AUM 65.91% 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 $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 $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 $231M AUM 61.68% 1-Year Est. Return

Financial Advocates Investment Management's RDS.A Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 17,184 shares — an estimated $746K sold.

Financial Advocates Investment Management first reported a position in RDS.A in Q4 2017 and held it in 15 quarters. The position peaked at $814K in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 17,184 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $746K.
  • Financial Advocates Investment Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 15 quarters.
  • Financial Advocates Investment Management's Royal Dutch Shell PLC ADS Class A position peaked at $814K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.