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

Financial Gravity Asset 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
2021 Q3	$45K	Hold	1	–	–	0.02%	608
2021 Q2	$40K	Buy	+1	New	+$40	0.01%	641
2020 Q4	$0	Buy	+11	New	+$343	﹤0.01%	702
2019 Q4	$59K	Buy	+162	New	+$9.46K	0.04%	556
2019 Q2	–	Sell	-1,707	Closed	-$109K	–	1785
2019 Q1	$108K	Buy	+1,707	New	+$106K	0.09%	198
2018 Q3	$111K	Buy	1,820 +8	+0.4%	+$534	0.12%	194
2018 Q2	$118K	Buy	1,812 +50	+3%	+$3.46K	0.11%	183
2018 Q1	$122K	Buy	+1,762	New	+$116K	0.12%	168

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Financial Gravity Asset Management's RDS.A Position: Q3 2021 in Review

Financial Gravity Asset Management held its Royal Dutch Shell PLC ADS Class A (RDS.A) position steady in Q3 2021 at 1 share worth $45K. The position accounts for 0.02% of the portfolio, ranked #608.

Financial Gravity Asset Management first reported a position in RDS.A in Q1 2018 and has held it in 8 quarters since. The position peaked at $122K in Q1 2018. 784 funds tracked by Wall St. Rank hold RDS.A as of Q3 2021.

Financial Gravity Asset Management held 1 share of Royal Dutch Shell PLC ADS Class A worth $45K as of Q3 2021.
Financial Gravity Asset Management left its Royal Dutch Shell PLC ADS Class A share count unchanged in Q3 2021.
Royal Dutch Shell PLC ADS Class A made up 0.02% of Financial Gravity Asset Management's portfolio in Q3 2021, its #608 holding.
Financial Gravity Asset Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's Royal Dutch Shell PLC ADS Class A position peaked at $122K in Q1 2018.
784 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.