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

Forvis Mazars 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
2021 Q2	–	Sell	-5,386	Closed	-$211K	–	283
2021 Q1	$211K	Sell	5,386 -483	-8%	-$19.4K	0.01%	263
2020 Q4	$206K	Buy	+5,869	New	+$183K	0.01%	350
2020 Q1	–	Sell	-5,401	Closed	-$319K	–	315
2019 Q4	$319K	Buy	5,401 +1,327	+33%	+$77.5K	0.02%	233
2019 Q3	$240K	Buy	+4,074	New	+$242K	0.02%	238

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Forvis Mazars Wealth Advisors's RDS.A Position: Q2 2021 in Review

Forvis Mazars Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2021, closing a stake of 5,386 shares — an estimated $211K sold.

Forvis Mazars Wealth Advisors first reported a position in RDS.A in Q3 2019 and held it in 4 quarters. The position peaked at $319K in Q4 2019. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2021.

Forvis Mazars Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2021 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 5,386 Royal Dutch Shell PLC ADS Class A shares in Q2 2021, an estimated $211K.
Forvis Mazars Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2019 and held it in 4 quarters.
Forvis Mazars Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $319K in Q4 2019.
769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.