IAA
RDS.A

Independent Advisor Alliance’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Independent Advisor Alliance’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
-10,808
Closed -$469K – 754
2021
Q4 		$469K Sell
10,808
-422
-4% -$19.1K 0.02% 409
2021
Q3 		$501K Buy
11,230
+1,945
+21% +$78.5K 0.03% 382
2021
Q2 		$375K Sell
9,285
-321
-3% -$12.8K 0.02% 454
2021
Q1 		$377K Sell
9,606
-1,635
-15% -$65.8K 0.02% 432
2020
Q4 		$395K Sell
11,241
-1,325
-11% -$41.4K 0.03% 391
2020
Q3 		$316K Sell
12,566
-4,548
-27% -$138K 0.02% 381
2020
Q2 		$559K Buy
17,114
+375
+2% +$12.9K 0.06% 251
2020
Q1 		$584K Buy
16,739
+6,734
+67% +$314K 0.09% 192
2019
Q4 		$590K Sell
10,005
-1,230
-11% -$71.8K 0.03% 494
2019
Q3 		$661K Sell
11,235
-793
-7% -$47.1K 0.08% 210
2019
Q2 		$783K Sell
12,028
-252
-2% -$16.1K 0.11% 172
2019
Q1 		$769K Sell
12,280
-655
-5% -$40.5K 0.11% 174
2018
Q4 		$754K Buy
12,935
+982
+8% +$60.9K 0.13% 153
2018
Q3 		$800K Buy
11,953
+7,369
+161% +$492K 0.14% 156
2018
Q2 		$306K Buy
4,584
+716
+19% +$49.6K 0.06% 243
2018
Q1 		$242K Buy
3,868
+537
+16% +$35.4K 0.05% 287
2017
Q4 		$230K Buy
+3,331
New +$210K 0.05% 274

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

Independent Advisor Alliance's RDS.A Position: Q1 2022 in Review

Independent Advisor Alliance sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 10,808 shares — an estimated $469K sold.

Independent Advisor Alliance first reported a position in RDS.A in Q4 2017 and held it in 17 quarters. The position peaked at $800K in Q3 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Independent Advisor Alliance reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,808 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $469K.
  • Independent Advisor Alliance first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 17 quarters.
  • Independent Advisor Alliance's Royal Dutch Shell PLC ADS Class A position peaked at $800K in Q3 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.