GI
RDS.A

Gradient Investments’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Gradient Investments’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
-10,058
Closed -$437K – 1401
2021
Q4 		$437K Buy
10,058
+9,931
+7,820% +$448K 0.01% 229
2021
Q3 		$6K Sell
127
-805
-86% -$32.5K ﹤0.01% 868
2021
Q2 		$38K Buy
932
+200
+27% +$7.95K ﹤0.01% 516
2021
Q1 		$29K Sell
732
-17,661
-96% -$711K ﹤0.01% 563
2020
Q4 		$463K Sell
18,393
-1,637
-8% -$51.1K 0.02% 202
2020
Q3 		$504K Buy
20,030
+4,423
+28% +$134K 0.02% 203
2020
Q2 		$510K Sell
15,607
-15,302
-50% -$525K 0.02% 196
2020
Q1 		$1.08M Buy
30,909
+5,531
+22% +$258K 0.06% 172
2019
Q4 		$1.5M Sell
25,378
-1,623
-6% -$94.8K 0.07% 163
2019
Q3 		$1.59M Buy
27,001
+411
+2% +$24.4K 0.08% 148
2019
Q2 		$1.73M Buy
26,590
+7,960
+43% +$509K 0.09% 128
2019
Q1 		$1.17M Sell
18,630
-13,044
-41% -$806K 0.08% 116
2018
Q4 		$1.85M Sell
31,674
-3,596
-10% -$223K 0.11% 105
2018
Q3 		$2.4M Sell
35,270
-780
-2% -$52.1K 0.12% 107
2018
Q2 		$2.5M Buy
36,050
+4,452
+14% +$308K 0.13% 99
2018
Q1 		$2.02M Buy
31,598
+4,583
+17% +$302K 0.11% 111
2017
Q4 		$1.8M Buy
27,015
+5,418
+25% +$341K 0.1% 101
2017
Q3 		$1.31M Buy
21,597
+7,405
+52% +$414K 0.08% 99
2017
Q2 		$755K Buy
14,192
+9,209
+185% +$493K 0.05% 122
2017
Q1 		$263K Buy
4,983
+4,841
+3,409% +$259K 0.02% 198
2016
Q4 		$8K Sell
142
-371
-72% -$19.1K ﹤0.01% 488
2016
Q3 		$26K Buy
513
+399
+350% +$20.4K ﹤0.01% 329
2016
Q2 		$6K Hold
114
– – ﹤0.01% 497
2016
Q1 		$6K Hold
114
– – ﹤0.01% 514
2015
Q4 		$5K Hold
114
– – ﹤0.01% 502
2015
Q3 		$5K Buy
114
+24
+27% +$1.29K ﹤0.01% 462
2015
Q2 		$5K Hold
90
– – ﹤0.01% 477
2015
Q1 		$5K Hold
90
– – ﹤0.01% 487
2014
Q4 		$6K Buy
+90
New +$6.23K ﹤0.01% 413
2014
Q2 		– Sell
-1
Closed – – 579
2014
Q1 		$0 Buy
+1
New +$71 ﹤0.01% 653
2013
Q4 		– Sell
-5
Closed – – 681
2013
Q3 		$0 Buy
+5
New +$327 ﹤0.01% 606

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 $205M AUM 41.7% 1-Year Est. Return

Gradient Investments's RDS.A Position: Q1 2022 in Review

Gradient Investments sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 10,058 shares — an estimated $437K sold.

Gradient Investments first reported a position in RDS.A in Q3 2013 and held it in 31 quarters. The position peaked at $2.5M in Q2 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Gradient Investments reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Gradient Investments sold 10,058 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $437K.
  • Gradient Investments first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2013 and held it in 31 quarters.
  • Gradient Investments's Royal Dutch Shell PLC ADS Class A position peaked at $2.5M in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.