IA
RDS.A

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

IFP 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
-5,484
Closed -$241K – 4630
2021
Q4 		$241K Buy
5,484
+28
+0.5% +$1.26K ﹤0.01% 868
2021
Q3 		$245K Buy
5,456
+27
+0.5% +$1.09K ﹤0.01% 853
2021
Q2 		$219K Sell
5,429
-44
-0.8% -$1.75K ﹤0.01% 860
2021
Q1 		$214K Buy
5,473
+20
+0.4% +$805 ﹤0.01% 806
2020
Q4 		$193K Sell
5,453
-8
-0.1% -$250 0.01% 818
2020
Q3 		$137K Buy
5,461
+70
+1% +$2.12K 0.01% 852
2020
Q2 		$181K Buy
5,391
+2,063
+62% +$70.8K 0.01% 703
2020
Q1 		$116K Sell
3,328
-8,423
-72% -$393K 0.01% 769
2019
Q4 		$696K Buy
11,751
+1,536
+15% +$89.7K 0.05% 360
2019
Q3 		$607K Buy
+10,215
New +$606K 0.04% 443
2019
Q1 		$561K Sell
9,021
-14,539
-62% -$899K 0.08% 260
2018
Q4 		$1.37M Sell
23,560
-3,185
-12% -$198K 0.08% 267
2018
Q3 		$1.82M Sell
26,745
-5,880
-18% -$393K 0.07% 280
2018
Q2 		$2.26M Buy
32,625
+1,164
+4% +$80.6K 0.1% 226
2018
Q1 		$2.1M Hold
31,461
– – 0.1% 228
2017
Q4 		$2.1M Sell
31,461
-8,797
-22% -$554K 0.1% 229
2017
Q3 		$2.44M Sell
40,258
-668
-2% -$37.4K 0.1% 229
2017
Q2 		$2.18M Buy
40,926
+3,347
+9% +$179K 0.09% 244
2017
Q1 		$1.98M Buy
37,579
+6,988
+23% +$374K 0.09% 257
2016
Q4 		$1.66M Buy
30,591
+4,492
+17% +$231K 0.08% 274
2016
Q3 		$1.31M Buy
26,099
+381
+1% +$19.4K 0.07% 302
2016
Q2 		$1.42M Buy
25,718
+16,697
+185% +$849K 0.08% 273
2016
Q1 		$561K Sell
9,021
-7,047
-44% -$315K 0.08% 260
2015
Q4 		$736K Buy
+16,068
New +$807K 0.05% 379

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

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

IFP Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 5,484 shares — an estimated $241K sold.

IFP Advisors first reported a position in RDS.A in Q4 2015 and held it in 24 quarters. The position peaked at $2.44M in Q3 2017. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • IFP Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • IFP Advisors sold 5,484 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $241K.
  • IFP Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2015 and held it in 24 quarters.
  • IFP Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $2.44M in Q3 2017.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.