FFM
RDS.A

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

Forum Financial Management’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
-17,187
Closed -$746K – 694
2021
Q4 		$746K Buy
+17,187
New +$776K 0.04% 168

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

Forum Financial Management's RDS.A Position: Q1 2022 in Review

Forum Financial Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 17,187 shares — an estimated $746K sold.

Forum Financial Management first reported a position in RDS.A in Q4 2021 and held it in 1 quarter. The position peaked at $746K in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Forum Financial Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Forum Financial Management sold 17,187 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $746K.
  • Forum Financial Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2021 and held it in 1 quarter.
  • Forum Financial Management's Royal Dutch Shell PLC ADS Class A position peaked at $746K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Forum Financial Management's 13F filing for Q1 2022, filed 16 May 2022.