KPCM
RDS.A

Kings Point Capital Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Kings Point Capital 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
-1,104
Closed -$48K – 664
2021
Q4 		$48K Hold
1,104
– – ﹤0.01% 394
2021
Q3 		$49K Hold
1,104
– – ﹤0.01% 361
2021
Q2 		$45K Hold
1,104
– – ﹤0.01% 360
2021
Q1 		$43K Hold
1,104
– – ﹤0.01% 355
2020
Q4 		$39K Hold
1,104
– – ﹤0.01% 344
2020
Q3 		$28K Hold
1,104
– – ﹤0.01% 372
2020
Q2 		$36K Hold
1,104
– – 0.01% 311
2020
Q1 		$39K Hold
1,104
– – 0.01% 307
2019
Q4 		$65K Hold
1,104
– – 0.01% 284
2019
Q3 		$65K Hold
1,104
– – 0.01% 267
2019
Q2 		$72K Buy
+1,104
New +$70.6K 0.01% 220

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

Kings Point Capital Management's RDS.A Position: Q1 2022 in Review

Kings Point Capital Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 1,104 shares — an estimated $48K sold.

Kings Point Capital Management first reported a position in RDS.A in Q2 2019 and held it in 11 quarters. The position peaked at $72K in Q2 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Kings Point Capital Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Kings Point Capital Management sold 1,104 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $48K.
  • Kings Point Capital Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2019 and held it in 11 quarters.
  • Kings Point Capital Management's Royal Dutch Shell PLC ADS Class A position peaked at $72K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.