IFAM
RDS.A

Institutional & Family Asset Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Institutional & Family Asset Management’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
-600
Closed -$26K – 861
2021
Q4 		$26K Hold
600
– – ﹤0.01% 341
2021
Q3 		$27K Hold
600
– – ﹤0.01% 422
2021
Q2 		$24K Hold
600
– – ﹤0.01% 455
2021
Q1 		$24K Hold
600
– – ﹤0.01% 473
2020
Q4 		$21K Hold
600
– – ﹤0.01% 440
2020
Q3 		$15K Hold
600
– – ﹤0.01% 440
2020
Q2 		$20K Sell
600
-145
-19% -$4.97K ﹤0.01% 395
2020
Q1 		$26K Buy
745
+111
+18% +$5.18K 0.01% 340
2019
Q4 		$37K Sell
634
-16
-2% -$934 0.01% 353
2019
Q3 		$38K Sell
650
-58
-8% -$3.44K 0.01% 321
2019
Q2 		$46K Hold
708
– – 0.01% 320
2019
Q1 		$44K Buy
708
+24
+4% +$1.48K 0.01% 339
2018
Q4 		$40K Sell
684
-73
-10% -$4.53K 0.01% 345
2018
Q3 		$52K Hold
757
– – 0.01% 351
2018
Q2 		$52K Hold
757
– – 0.01% 344
2018
Q1 		$48K Buy
+757
New +$49.9K 0.01% 331

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 $363M AUM 65.91% 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

Institutional & Family Asset Management's RDS.A Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 600 shares — an estimated $26K sold.

Institutional & Family Asset Management first reported a position in RDS.A in Q1 2018 and held it in 16 quarters. The position peaked at $52K in Q3 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Institutional & Family Asset Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 600 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $26K.
  • Institutional & Family Asset Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2018 and held it in 16 quarters.
  • Institutional & Family Asset Management's Royal Dutch Shell PLC ADS Class A position peaked at $52K in Q3 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.