I2I
RDS.A

Insight 2811 Inc’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Insight 2811 Inc’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
-8,805
Closed -$382K – 97
2021
Q4 		$382K Sell
8,805
-100
-1% -$4.51K 0.22% 53
2021
Q3 		$397K Sell
8,905
-200
-2% -$8.07K 0.23% 43
2021
Q2 		$368K Hold
9,105
– – 0.21% 52
2021
Q1 		$357K Hold
9,105
– – 0.21% 49
2020
Q4 		$320K Sell
9,105
-300
-3% -$9.37K 0.19% 50
2020
Q3 		$237K Sell
9,405
-400
-4% -$12.1K 0.15% 51
2020
Q2 		$329K Sell
9,805
-800
-8% -$27.4K 0.22% 40
2020
Q1 		$370K Buy
10,605
+5,300
+100% +$248K 0.27% 33
2019
Q4 		$313K Sell
5,305
-500
-9% -$29.2K 0.21% 62
2019
Q3 		$342K Buy
5,805
+100
+2% +$5.94K 0.24% 61
2019
Q2 		$369K Sell
5,705
-200
-3% -$12.8K 0.27% 64
2019
Q1 		$370K Sell
5,905
-1,700
-22% -$105K 0.28% 62
2018
Q4 		$443K Sell
7,605
-300
-4% -$18.6K 0.38% 47
2018
Q3 		$539K Sell
7,905
-300
-4% -$20K 0.36% 54
2018
Q2 		$568K Sell
8,205
-1,100
-12% -$76.2K 0.39% 45
2018
Q1 		$594K Sell
9,305
-300
-3% -$19.8K 0.43% 41
2017
Q4 		$641K Buy
9,605
+200
+2% +$12.6K 0.47% 44
2017
Q3 		$570K Buy
+9,405
New +$526K 0.42% 44

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 $238M AUM 26.75% 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

Insight 2811 Inc's RDS.A Position: Q1 2022 in Review

Insight 2811 Inc sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 8,805 shares — an estimated $382K sold.

Insight 2811 Inc first reported a position in RDS.A in Q3 2017 and held it in 18 quarters. The position peaked at $641K in Q4 2017. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Insight 2811 Inc reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Insight 2811 Inc sold 8,805 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $382K.
  • Insight 2811 Inc first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2017 and held it in 18 quarters.
  • Insight 2811 Inc's Royal Dutch Shell PLC ADS Class A position peaked at $641K in Q4 2017.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Insight 2811 Inc's 13F filing for Q1 2022, filed 6 May 2022.