HWA
RDS.A

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

Heritage 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
2022
Q1 		– Sell
-1,749
Closed -$76K – 570
2021
Q4 		$76K Hold
1,749
– – ﹤0.01% 287
2021
Q3 		$78K Hold
1,749
– – ﹤0.01% 277
2021
Q2 		$70.7K Hold
1,749
– – ﹤0.01% 291
2021
Q1 		$68.6K Hold
1,749
– – ﹤0.01% 300
2020
Q4 		$61K Hold
1,749
– – ﹤0.01% 306
2020
Q3 		$44K Hold
1,749
– – 0.01% 279
2020
Q2 		$57.2K Sell
1,749
-259
-13% -$8.89K 0.01% 249
2020
Q1 		$70.1K Sell
2,008
-519
-21% -$24.2K 0.01% 226
2019
Q4 		$149K Buy
2,527
+159
+7% +$9.28K 0.02% 196
2019
Q3 		$139K Hold
2,368
– – 0.02% 188
2019
Q2 		$154K Buy
2,368
+460
+24% +$29.4K 0.02% 161
2019
Q1 		$119K Buy
1,908
+899
+89% +$55.6K 0.02% 164
2018
Q4 		$58K Sell
1,009
-375
-27% -$23.3K 0.01% 186
2018
Q3 		$94K Buy
+1,384
New +$92.4K 0.02% 162

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

Heritage Wealth Advisors's RDS.A Position: Q1 2022 in Review

Heritage Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 1,749 shares — an estimated $76K sold.

Heritage Wealth Advisors first reported a position in RDS.A in Q3 2018 and held it in 14 quarters. The position peaked at $154K in Q2 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Heritage Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,749 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $76K.
  • Heritage Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2018 and held it in 14 quarters.
  • Heritage Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $154K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Heritage Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.