FMP
RDS.A

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

Financial Management Professionals’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
-1,450
Closed -$63K – 1190
2021
Q4 		$63K Hold
1,450
– – 0.01% 225
2021
Q3 		$65K Buy
1,450
+1,262
+671% +$50.9K 0.02% 224
2021
Q2 		$8K Buy
188
+44
+31% +$1.75K ﹤0.01% 449
2021
Q1 		$6K Hold
144
– – ﹤0.01% 462
2020
Q4 		$5K Buy
144
+90
+167% +$2.81K ﹤0.01% 459
2020
Q3 		$1K Sell
54
-35
-39% -$1.06K ﹤0.01% 596
2020
Q2 		$3K Buy
+89
New +$3.05K ﹤0.01% 475
2020
Q1 		– Sell
-33
Closed -$2K – 391
2019
Q4 		$2K Hold
33
– – ﹤0.01% 295
2019
Q3 		$2K Buy
+33
New +$1.96K ﹤0.01% 269

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 $209M AUM 31.14% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 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 $225M AUM 21.53% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 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 Management Professionals's RDS.A Position: Q1 2022 in Review

Financial Management Professionals sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 1,450 shares — an estimated $63K sold.

Financial Management Professionals first reported a position in RDS.A in Q3 2019 and held it in 9 quarters. The position peaked at $65K in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Financial Management Professionals reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Financial Management Professionals sold 1,450 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $63K.
  • Financial Management Professionals first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2019 and held it in 9 quarters.
  • Financial Management Professionals's Royal Dutch Shell PLC ADS Class A position peaked at $65K 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 Management Professionals's 13F filing for Q1 2022, filed 27 Apr 2022.