HWMA
RDS.A

Heritage Wealth Management (Arizona)’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		$18K Hold
409
– – 0.01% 575
2021
Q2 		$17K Hold
409
– – 0.01% 589
2021
Q1 		$16K Buy
+409
New +$16.5K 0.01% 520

Other funds holding RDS.A

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s RDS.A Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its Royal Dutch Shell PLC ADS Class A (RDS.A) position steady in Q3 2021 at 409 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #575.

Heritage Wealth Management (Arizona) first reported a position in RDS.A in Q1 2021 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold RDS.A as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 409 shares of Royal Dutch Shell PLC ADS Class A worth $18K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its Royal Dutch Shell PLC ADS Class A share count unchanged in Q3 2021.
  • Royal Dutch Shell PLC ADS Class A made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #575 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2021 and has held it in 3 quarters since.
  • 784 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.