FPFS
RDS.A

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

First Personal 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
-610
Closed -$26K – 378
2021
Q4 		$26K Hold
610
– – 0.01% 235
2021
Q3 		$27K Hold
610
– – 0.01% 234
2021
Q2 		$25K Hold
610
– – 0.01% 239
2021
Q1 		$24K Hold
610
– – 0.01% 229
2020
Q4 		$21K Buy
610
+210
+53% +$6.55K 0.01% 238
2020
Q3 		$10K Hold
400
– – ﹤0.01% 257
2020
Q2 		$13K Hold
400
– – ﹤0.01% 251
2020
Q1 		$14K Hold
400
– – 0.01% 239
2019
Q4 		$24K Sell
400
-289
-42% -$16.9K 0.01% 236
2019
Q3 		$41K Sell
689
-768
-53% -$45.6K 0.01% 266
2019
Q2 		$95K Buy
1,457
+58
+4% +$3.71K 0.03% 218
2019
Q1 		$87K Hold
1,399
– – 0.03% 216
2018
Q4 		$81K Hold
1,399
– – 0.03% 211
2018
Q3 		$95K Sell
1,399
-59
-4% -$3.94K 0.03% 215
2018
Q2 		$101K Buy
1,458
+30
+2% +$2.08K 0.03% 209
2018
Q1 		$92K Buy
1,428
+308
+28% +$20.3K 0.02% 327
2017
Q4 		$75K Sell
1,120
-1,200
-52% -$75.6K 0.01% 389
2017
Q3 		$141K Hold
2,320
– – 0.03% 261
2017
Q2 		$123K Sell
2,320
-217
-9% -$11.6K 0.03% 281
2017
Q1 		$133K Buy
2,537
+87
+4% +$4.66K 0.03% 255
2016
Q4 		$133K Hold
2,450
– – 0.04% 238
2016
Q3 		$123K Hold
2,450
– – 0.04% 188
2016
Q2 		$135K Buy
2,450
+1,876
+327% +$95.4K 0.05% 177
2016
Q1 		$28K Hold
574
– – 0.01% 218
2015
Q4 		$26K Sell
574
-15
-3% -$753 0.01% 227
2015
Q3 		$28K Hold
589
– – 0.02% 210
2015
Q2 		$34K Sell
589
-369
-39% -$22.5K 0.02% 194
2015
Q1 		$58K Hold
958
– – 0.04% 160
2014
Q4 		$64K Buy
+958
New +$66.3K 0.04% 150

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 $205M AUM 41.7% 1-Year Est. Return

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

First Personal Financial Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 610 shares — an estimated $26K sold.

First Personal Financial Services first reported a position in RDS.A in Q4 2014 and held it in 29 quarters. The position peaked at $141K in Q3 2017. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • First Personal Financial Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • First Personal Financial Services sold 610 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $26K.
  • First Personal Financial Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2014 and held it in 29 quarters.
  • First Personal Financial Services's Royal Dutch Shell PLC ADS Class A position peaked at $141K in Q3 2017.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on First Personal Financial Services's 13F filing for Q1 2022, filed 2 May 2022.