IAS
RDS.A

Investment Advisory Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Investment Advisory Services’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
-9,355
Closed -$406K – 101
2021
Q4 		$406K Hold
9,355
– – 0.22% 77
2021
Q3 		$417K Sell
9,355
-2,398
-20% -$96.7K 0.26% 76
2021
Q2 		$475K Buy
+11,753
New +$467K 0.29% 71
2020
Q4 		$360K Hold
10,241
– – 0.25% 74
2020
Q3 		$258K Sell
10,241
-368
-3% -$11.1K 0.2% 72
2020
Q2 		$347K Sell
10,609
-7,067
-40% -$242K 0.3% 64
2020
Q1 		$617K Buy
17,676
+3,184
+22% +$149K 0.66% 48
2019
Q4 		$855K Buy
+14,492
New +$846K 0.77% 40

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

Investment Advisory Services's RDS.A Position: Q1 2022 in Review

Investment Advisory Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 9,355 shares — an estimated $406K sold.

Investment Advisory Services first reported a position in RDS.A in Q4 2019 and held it in 8 quarters. The position peaked at $855K in Q4 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Investment Advisory Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Investment Advisory Services sold 9,355 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $406K.
  • Investment Advisory Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and held it in 8 quarters.
  • Investment Advisory Services's Royal Dutch Shell PLC ADS Class A position peaked at $855K in Q4 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Investment Advisory Services's 13F filing for Q1 2022, filed 4 May 2022.