FFA
RDS.A

Founders Financial Alliance’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Founders Financial Alliance’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
-7,640
Closed -$332K – 491
2021
Q4 		$332K Buy
7,640
+34
+0.4% +$1.53K 0.13% 170
2021
Q3 		$339K Sell
7,606
-334
-4% -$13.5K 0.16% 146
2021
Q2 		$320K Buy
7,940
+4
+0.1% +$159 0.15% 160
2021
Q1 		$314K Sell
7,936
-1,051
-12% -$42.3K 0.15% 152
2020
Q4 		$317K Buy
8,987
+483
+6% +$15.1K 0.18% 131
2020
Q3 		$215K Buy
+8,504
New +$257K 0.13% 147

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

Founders Financial Alliance's RDS.A Position: Q1 2022 in Review

Founders Financial Alliance sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 7,640 shares — an estimated $332K sold.

Founders Financial Alliance first reported a position in RDS.A in Q3 2020 and held it in 6 quarters. The position peaked at $339K in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Founders Financial Alliance reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 7,640 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $332K.
  • Founders Financial Alliance first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2020 and held it in 6 quarters.
  • Founders Financial Alliance's Royal Dutch Shell PLC ADS Class A position peaked at $339K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Founders Financial Alliance's 13F filing for Q1 2022, filed 12 May 2022.