First National Bank of South Miami’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

First National Bank of South Miami’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	-200	Closed	-$9K	–	360
2021 Q4	$9K	Hold	200	–	–	0.01%	309
2021 Q3	$9K	Hold	200	–	–	0.01%	290
2021 Q2	$8K	Sell	200 -400	-67%	-$15.9K	0.01%	286
2021 Q1	$24K	Hold	600	–	–	0.02%	226
2020 Q4	$21K	Hold	600	–	–	0.02%	213
2020 Q3	$15K	Hold	600	–	–	0.01%	211
2020 Q2	$20K	Hold	600	–	–	0.02%	203
2020 Q1	$21K	Hold	600	–	–	0.03%	200
2019 Q4	$35K	Sell	600 -464	-44%	-$27.1K	0.03%	180
2019 Q3	$59K	Hold	1,064	–	–	0.06%	165
2019 Q2	$67K	Hold	1,064	–	–	0.06%	165
2019 Q1	$67K	Hold	1,064	–	–	0.06%	161
2018 Q4	$66K	Buy	+1,064	New	+$66K	0.06%	163

Other funds holding RDS.A

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $824M AUM 78.19% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

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 $238M AUM 26.75% 1-Year Est. Return

Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return

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 National Bank of South Miami's RDS.A Position: Q1 2022 in Review

First National Bank of South Miami sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 200 shares — an estimated $9K sold.

First National Bank of South Miami first reported a position in RDS.A in Q4 2018 and held it in 13 quarters. The position peaked at $67K in Q2 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

First National Bank of South Miami reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
First National Bank of South Miami sold 200 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $9K.
First National Bank of South Miami first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 13 quarters.
First National Bank of South Miami's Royal Dutch Shell PLC ADS Class A position peaked at $67K in Q2 2019.
17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on First National Bank of South Miami's 13F filing for Q1 2022, filed 8 Apr 2022.