Financial Synergies Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Financial Synergies Wealth Advisors’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
2020 Q1	–	Sell	-4,643	Closed	-$274K	–	42
2019 Q4	$274K	Hold	4,643	–	–	0.12%	28
2019 Q3	$273K	Hold	4,643	–	–	0.13%	23
2019 Q2	$302K	Hold	4,643	–	–	0.15%	22
2019 Q1	$291K	Buy	+4,643	New	+$287K	0.15%	22

Other funds holding RDS.A

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Financial Synergies Wealth Advisors's RDS.A Position: Q1 2020 in Review

Financial Synergies Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 4,643 shares — an estimated $274K sold.

Financial Synergies Wealth Advisors first reported a position in RDS.A in Q1 2019 and held it in 4 quarters. The position peaked at $302K in Q2 2019. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

Financial Synergies Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 4,643 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $274K.
Financial Synergies Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2019 and held it in 4 quarters.
Financial Synergies Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $302K in Q2 2019.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2020, filed 5 Apr 2024.