FBFS
RDS.A

First Business Financial Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

First Business Financial Services’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
-11,076
Closed -$481K – 179
2021
Q4 		$481K Sell
11,076
-113
-1% -$5.1K 0.05% 111
2021
Q3 		$499K Buy
11,189
+1,515
+16% +$61.1K 0.06% 106
2021
Q2 		$391K Buy
9,674
+1,689
+21% +$67.2K 0.05% 115
2021
Q1 		$313K Buy
7,985
+1,714
+27% +$69K 0.04% 115
2020
Q4 		$220K Buy
+6,271
New +$196K 0.03% 123
2020
Q1 		– Sell
-5,286
Closed -$312K – 132
2019
Q4 		$312K Buy
+5,286
New +$309K 0.05% 103

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

First Business Financial Services's RDS.A Position: Q1 2022 in Review

First Business Financial Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 11,076 shares — an estimated $481K sold.

First Business Financial Services first reported a position in RDS.A in Q4 2019 and held it in 6 quarters. The position peaked at $499K in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • First Business Financial Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • First Business Financial Services sold 11,076 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $481K.
  • First Business Financial Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and held it in 6 quarters.
  • First Business Financial Services's Royal Dutch Shell PLC ADS Class A position peaked at $499K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on First Business Financial Services's 13F filing for Q1 2022, filed 9 May 2022.