JMPWA
RDS.A

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

JP Morgan Private 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
-41,373
Closed -$1.8M – 2110
2021
Q4 		$1.8M Buy
41,373
+1,978
+5% +$89.3K ﹤0.01% 958
2021
Q3 		$1.76M Sell
39,395
-2,946
-7% -$119K ﹤0.01% 947
2021
Q2 		$1.71M Buy
42,341
+2,516
+6% +$100K ﹤0.01% 940
2021
Q1 		$1.56M Sell
39,825
-4,234
-10% -$170K 0.01% 860
2020
Q4 		$1.55M Sell
44,059
-13,848
-24% -$432K 0.01% 845
2020
Q3 		$1.46M Sell
57,907
-7,627
-12% -$231K 0.01% 743
2020
Q2 		$2.14M Sell
65,534
-51,867
-44% -$1.78M 0.01% 567
2020
Q1 		$4.1M Sell
117,401
-64,063
-35% -$2.99M 0.02% 390
2019
Q4 		$10.7M Sell
181,464
-3,752
-2% -$219K 0.05% 296
2019
Q3 		$10.9M Buy
185,216
+13,566
+8% +$805K 0.06% 273
2019
Q2 		$11.2M Sell
171,650
-15,678
-8% -$1M 0.06% 265
2019
Q1 		$11.7M Sell
187,328
-3,880
-2% -$240K 0.06% 260
2018
Q4 		$11.1M Sell
191,208
-6,577
-3% -$408K 0.07% 248
2018
Q3 		$13.5M Sell
197,785
-5,214
-3% -$348K 0.07% 253
2018
Q2 		$14.1M Buy
202,999
+6,653
+3% +$461K 0.08% 233
2018
Q1 		$12.5M Buy
196,346
+47,741
+32% +$3.14M 0.08% 205
2017
Q4 		$9.91M Buy
148,605
+7,095
+5% +$447K 0.07% 240
2017
Q3 		$8.57M Buy
141,510
+16,063
+13% +$898K 0.06% 248
2017
Q2 		$6.67M Buy
125,447
+44,447
+55% +$2.38M 0.05% 265
2017
Q1 		$4.27M Buy
81,000
+5,627
+7% +$301K 0.03% 328
2016
Q4 		$4.1M Buy
75,373
+5,403
+8% +$278K 0.04% 310
2016
Q3 		$3.5M Sell
69,970
-1,251
-2% -$63.8K 0.03% 331
2016
Q2 		$3.93M Sell
71,221
-43,422
-38% -$2.21M 0.04% 308
2016
Q1 		$5.55M Buy
114,643
+34,751
+43% +$1.55M 0.05% 238
2015
Q4 		$3.66M Buy
79,892
+19,457
+32% +$977K 0.04% 269
2015
Q3 		$2.86M Sell
60,435
-6,365
-10% -$341K 0.04% 288
2015
Q2 		$3.81M Sell
66,800
-30
-0% -$1.83K 0.04% 279
2015
Q1 		$3.99M Buy
66,830
+291
+0.4% +$18.5K 0.05% 271
2014
Q4 		$4.46M Buy
66,539
+5,026
+8% +$348K 0.05% 256
2014
Q3 		$4.68M Buy
61,513
+19,620
+47% +$1.58M 0.06% 255
2014
Q2 		$3.45M Sell
41,893
-520
-1% -$40.6K 0.06% 238
2014
Q1 		$3.1M Buy
42,413
+4,594
+12% +$328K 0.06% 237
2013
Q4 		$2.69M Sell
37,819
-8,526
-18% -$573K 0.05% 224
2013
Q3 		$3.04M Buy
46,345
+1,817
+4% +$119K 0.07% 213
2013
Q2 		$2.84M Buy
+44,528
New +$2.95M 0.07% 211

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 $205M AUM 41.7% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RDS.A Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 41,373 shares — an estimated $1.8M sold.

JP Morgan Private Wealth Advisors first reported a position in RDS.A in Q2 2013 and held it in 35 quarters. The position peaked at $14.1M in Q2 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 41,373 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $1.8M.
  • JP Morgan Private Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 35 quarters.
  • JP Morgan Private Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $14.1M in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.