JFS Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

JFS Wealth Advisors’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	-443	Closed	-$19K	–	2024
2021 Q4	$19K	Hold	443	–	–	﹤0.01%	581
2021 Q3	$20K	Hold	443	–	–	﹤0.01%	548
2021 Q2	$18K	Hold	443	–	–	﹤0.01%	384
2021 Q1	$17K	Hold	443	–	–	﹤0.01%	362
2020 Q4	$16K	Hold	443	–	–	﹤0.01%	364
2020 Q3	$11K	Hold	443	–	–	﹤0.01%	398
2020 Q2	$14K	Hold	443	–	–	﹤0.01%	354
2020 Q1	$15K	Hold	443	–	–	﹤0.01%	302
2019 Q4	$26K	Hold	443	–	–	0.01%	286
2019 Q3	$26K	Hold	443	–	–	0.01%	283
2019 Q2	$29K	Hold	443	–	–	0.01%	278
2019 Q1	$28K	Hold	443	–	–	0.01%	264
2018 Q4	$26K	Hold	443	–	–	0.01%	271
2018 Q3	$30K	Hold	443	–	–	0.01%	284
2018 Q2	$31K	Sell	443 -113	-20%	-$7.83K	0.01%	278
2018 Q1	$35K	Hold	556	–	–	0.01%	272
2017 Q4	$37K	Buy	556 +113	+26%	+$7.12K	0.01%	280
2017 Q3	$27K	Hold	443	–	–	0.01%	288
2017 Q2	$24K	Hold	443	–	–	0.01%	282
2017 Q1	$24K	Hold	443	–	–	0.01%	289
2016 Q4	$24K	Hold	443	–	–	0.01%	289
2016 Q3	$22K	Hold	443	–	–	0.01%	315
2016 Q2	$24K	Hold	443	–	–	0.01%	308
2016 Q1	$21K	Hold	443	–	–	0.01%	318
2015 Q4	$20K	Sell	443 -3	-0.7%	-$151	0.01%	326
2015 Q3	$21K	Sell	446 -233	-34%	-$12.5K	0.01%	271
2015 Q2	$39K	Hold	679	–	–	0.02%	208
2015 Q1	$41K	Buy	679 +69	+11%	+$4.38K	0.02%	202
2014 Q4	$41K	Hold	610	–	–	0.01%	207
2014 Q3	$46K	Sell	610 -3	-0.5%	-$241	0.01%	191
2014 Q2	$50K	Buy	+613	New	+$47.9K	0.01%	187

Other funds holding RDS.A

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

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

Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return

FCMT

Founders Capital Management (Texas) Houston, Texas $205M AUM 41.7% 1-Year Est. Return

JFS Wealth Advisors's RDS.A Position: Q1 2022 in Review

JFS Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 443 shares — an estimated $19K sold.

JFS Wealth Advisors first reported a position in RDS.A in Q2 2014 and held it in 31 quarters. The position peaked at $50K in Q2 2014. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

JFS Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
JFS Wealth Advisors sold 443 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $19K.
JFS Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2014 and held it in 31 quarters.
JFS Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $50K in Q2 2014.
17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.