FFA
RDS.A

Freedman Financial Associates’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Freedman Financial Associates’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
-425
Closed -$18K – 507
2021
Q4 		$18K Sell
425
-300
-41% -$13.5K 0.01% 303
2021
Q3 		$32K Sell
725
-490
-40% -$19.8K 0.02% 247
2021
Q2 		$49K Sell
1,215
-500
-29% -$19.9K 0.04% 198
2021
Q1 		$67K Hold
1,715
– – 0.06% 157
2020
Q4 		$60K Buy
+1,715
New +$53.5K 0.05% 159

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

Freedman Financial Associates's RDS.A Position: Q1 2022 in Review

Freedman Financial Associates sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 425 shares — an estimated $18K sold.

Freedman Financial Associates first reported a position in RDS.A in Q4 2020 and held it in 5 quarters. The position peaked at $67K in Q1 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Freedman Financial Associates reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 425 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $18K.
  • Freedman Financial Associates first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2020 and held it in 5 quarters.
  • Freedman Financial Associates's Royal Dutch Shell PLC ADS Class A position peaked at $67K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Freedman Financial Associates's 13F filing for Q1 2022, filed 13 Apr 2022.