IHWM
RDS.A

Iron Horse Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Iron Horse Wealth 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
-200
Closed -$9K – 277
2021
Q4 		$9K Hold
200
– – 0.01% 126
2021
Q3 		$9K Hold
200
– – 0.01% 115
2021
Q2 		$8K Hold
200
– – 0.01% 130
2021
Q1 		$8K Hold
200
– – 0.01% 120
2020
Q4 		$7K Buy
+200
New +$6.24K 0.01% 117

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

Iron Horse Wealth Management's RDS.A Position: Q1 2022 in Review

Iron Horse Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 200 shares — an estimated $9K sold.

Iron Horse Wealth Management first reported a position in RDS.A in Q4 2020 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Iron Horse Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Iron Horse Wealth Management sold 200 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $9K.
  • Iron Horse Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2020 and held it in 5 quarters.
  • Iron Horse Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $9K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Iron Horse Wealth Management's 13F filing for Q1 2022, filed 11 Apr 2022.