Insight Wealth Strategies’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Insight Wealth Strategies’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
2020 Q2	–	Sell	-7,123	Closed	-$249K	–	183
2020 Q1	$249K	Buy	7,123 +1,355	+23%	+$63.3K	0.07%	129
2019 Q4	$340K	Sell	5,768 -3,556	-38%	-$208K	0.07%	162
2019 Q3	$549K	Sell	9,324 -1,516	-14%	-$90K	0.13%	107
2019 Q2	$705K	Buy	10,840 +130	+1%	+$8.31K	0.17%	83
2019 Q1	$670K	Buy	10,710 +133	+1%	+$8.22K	0.19%	80
2018 Q4	$616K	Buy	+10,577	New	+$656K	0.19%	76

Other funds holding RDS.A

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Insight Wealth Strategies's RDS.A Position: Q2 2020 in Review

Insight Wealth Strategies sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2020, closing a stake of 7,123 shares — an estimated $249K sold.

Insight Wealth Strategies first reported a position in RDS.A in Q4 2018 and held it in 6 quarters. The position peaked at $705K in Q2 2019. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2020.

Insight Wealth Strategies reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2020 after selling out during the quarter.
Insight Wealth Strategies sold 7,123 Royal Dutch Shell PLC ADS Class A shares in Q2 2020, an estimated $249K.
Insight Wealth Strategies first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 6 quarters.
Insight Wealth Strategies's Royal Dutch Shell PLC ADS Class A position peaked at $705K in Q2 2019.
769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2020.

Based on Insight Wealth Strategies's 13F filing for Q2 2020, filed 31 Jul 2020.