KFI
RDS.A

Key Financial Inc’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Key Financial Inc’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
-504
Closed -$22K – 1127
2021
Q4 		$22K Hold
504
– – 0.01% 478
2021
Q3 		$22K Sell
504
-50
-9% -$2.02K 0.01% 459
2021
Q2 		$23K Hold
554
– – 0.01% 449
2021
Q1 		$22K Buy
554
+100
+22% +$4.03K 0.01% 390
2020
Q4 		$16K Buy
+454
New +$14.2K 0.01% 408
2020
Q2 		– Sell
-454
Closed -$15K – 705
2020
Q1 		$15K Buy
+454
New +$21.2K 0.02% 361

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

Key Financial Inc's RDS.A Position: Q1 2022 in Review

Key Financial Inc sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 504 shares — an estimated $22K sold.

Key Financial Inc first reported a position in RDS.A in Q1 2020 and held it in 6 quarters. The position peaked at $23K in Q2 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Key Financial Inc reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Key Financial Inc sold 504 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $22K.
  • Key Financial Inc first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2020 and held it in 6 quarters.
  • Key Financial Inc's Royal Dutch Shell PLC ADS Class A position peaked at $23K in Q2 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Key Financial Inc's 13F filing for Q1 2022, filed 27 Apr 2022.