Global Wealth Management Investment Advisory’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q4	–	Sell	-98	Closed	-$2K	–	521
2020 Q3	$2K	Sell	98 -878	-90%	-$26.6K	﹤0.01%	406
2020 Q2	$32K	Buy	976 +34	+4%	+$1.17K	0.01%	228
2020 Q1	$33K	Buy	942 +524	+125%	+$24.5K	0.02%	205
2019 Q4	$25K	Hold	418	–	–	0.01%	252
2019 Q3	$25K	Hold	418	–	–	0.01%	228
2019 Q2	$27K	Hold	418	–	–	0.01%	235
2019 Q1	$26K	Hold	418	–	–	0.01%	278
2018 Q4	$24K	Buy	+418	New	+$25.9K	0.01%	281

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Wealth Management Investment Advisory's RDS.A Position: Q4 2020 in Review

Global Wealth Management Investment Advisory sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2020, closing a stake of 98 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in RDS.A in Q4 2018 and held it in 8 quarters. The position peaked at $33K in Q1 2020. 746 funds tracked by Wall St. Rank hold RDS.A as of Q4 2020.

Global Wealth Management Investment Advisory reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 98 Royal Dutch Shell PLC ADS Class A shares in Q4 2020, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 8 quarters.
Global Wealth Management Investment Advisory's Royal Dutch Shell PLC ADS Class A position peaked at $33K in Q1 2020.
746 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.