KFS
RDS.A

Kelly Financial Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Kelly Financial 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
-48
Closed -$2.07K – 715
2021
Q4 		$2.07K Sell
48
-46
-49% -$2.08K ﹤0.01% 534
2021
Q3 		$4.17K Sell
94
-3,806
-98% -$154K ﹤0.01% 448
2021
Q2 		$97K Buy
3,900
+3,806
+4,049% +$151K ﹤0.01% 393
2021
Q1 		$3.67K Buy
94
+1
+1% +$40 ﹤0.01% 444
2020
Q4 		$3.29K Hold
93
– – ﹤0.01% 419
2020
Q3 		$2.35K Sell
93
-6
-6% -$182 ﹤0.01% 416
2020
Q2 		$3.25K Hold
99
– – ﹤0.01% 381
2020
Q1 		$3.47K Hold
99
– – ﹤0.01% 333
2019
Q4 		$5.86K Hold
99
– – ﹤0.01% 286
2019
Q3 		$5.84K Sell
99
-47
-32% -$2.79K 0.01% 277
2019
Q2 		$9.51K Buy
146
+1
+0.7% +$64 0.01% 227
2019
Q1 		$9.04K Buy
+145
New +$8.96K 0.01% 232

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

Kelly Financial Services's RDS.A Position: Q1 2022 in Review

Kelly Financial Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 48 shares — an estimated $2.07K sold.

Kelly Financial Services first reported a position in RDS.A in Q1 2019 and held it in 12 quarters. The position peaked at $97K in Q2 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Kelly Financial Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Kelly Financial Services sold 48 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $2.07K.
  • Kelly Financial Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2019 and held it in 12 quarters.
  • Kelly Financial Services's Royal Dutch Shell PLC ADS Class A position peaked at $97K in Q2 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Kelly Financial Services's 13F filing for Q1 2022, filed 17 Jul 2024.