FGAM
RDS.A

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
2022
Q2 		– Sell
-385
Closed -$30 – 871
2022
Q1 		$30 Buy
385
+84
+28% +$4.09K ﹤0.01% 680
2021
Q4 		$23 Buy
301
+300
+30,000% +$13.5K ﹤0.01% 815
2021
Q3 		$45K Hold
1
– – 0.02% 608
2021
Q2 		$40K Hold
1
– – 0.01% 641
2021
Q1 		$33 Sell
1
-10
-91% -$403 ﹤0.01% 606
2020
Q4 		$0 Buy
+11
New +$343 ﹤0.01% 702
2020
Q2 		– Sell
-125
Closed -$4.37K – 1020
2020
Q1 		$4.37K Sell
125
-37
-23% -$1.73K 0.01% 338
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

GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
CJL
Cyrus J. Lawrence New York $26.4M AUM 16.63% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Financial Gravity Asset Management's RDS.A Position: Q2 2022 in Review

Financial Gravity Asset Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2022, closing a stake of 385 shares — an estimated $30 sold.

Financial Gravity Asset Management first reported a position in RDS.A in Q1 2018 and held it in 12 quarters. The position peaked at $122K in Q1 2018. 5 funds tracked by Wall St. Rank hold RDS.A as of Q2 2022.

  • Financial Gravity Asset Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2022 after selling out during the quarter.
  • Financial Gravity Asset Management sold 385 Royal Dutch Shell PLC ADS Class A shares in Q2 2022, an estimated $30.
  • Financial Gravity Asset Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2018 and held it in 12 quarters.
  • Financial Gravity Asset Management's Royal Dutch Shell PLC ADS Class A position peaked at $122K in Q1 2018.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2022.

Based on Financial Gravity Asset Management's 13F filing for Q2 2022, filed 5 Aug 2022.