KWM
RDS.A

Kingsview Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Kingsview Wealth 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
-7,089
Closed -$308K – 1043
2021
Q4 		$308K Buy
7,089
+1,247
+21% +$56.3K 0.01% 722
2021
Q3 		$260K Sell
5,842
-77
-1% -$3.11K 0.01% 727
2021
Q2 		$245K Sell
5,919
-262
-4% -$10.4K 0.01% 766
2021
Q1 		$248K Buy
6,181
+143
+2% +$5.76K 0.01% 700
2020
Q4 		$212K Buy
+6,038
New +$188K 0.02% 641
2020
Q3 		– Sell
-6,711
Closed -$219K – 718
2020
Q2 		$219K Sell
6,711
-501
-7% -$17.2K 0.02% 510
2020
Q1 		$252K Buy
7,212
+106
+1% +$4.95K 0.03% 391
2019
Q4 		$419K Buy
7,106
+753
+12% +$44K 0.05% 314
2019
Q3 		$374K Sell
6,353
-225
-3% -$13.4K 0.06% 301
2019
Q2 		$428K Sell
6,578
-1,211
-16% -$77.4K 0.07% 267
2019
Q1 		$488K Buy
7,789
+884
+13% +$54.6K 0.07% 272
2018
Q4 		$402K Buy
6,905
+1,128
+20% +$70K 0.09% 241
2018
Q3 		$394K Buy
+5,777
New +$386K 0.08% 251
2017
Q3 		– Sell
-5,969
Closed -$317K – 424
2017
Q2 		$317K Buy
5,969
+150
+3% +$8.03K 0.16% 176
2017
Q1 		$307K Buy
+5,819
New +$311K 0.18% 169

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

Kingsview Wealth Management's RDS.A Position: Q1 2022 in Review

Kingsview Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 7,089 shares — an estimated $308K sold.

Kingsview Wealth Management first reported a position in RDS.A in Q1 2017 and held it in 15 quarters. The position peaked at $488K in Q1 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Kingsview Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 7,089 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $308K.
  • Kingsview Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2017 and held it in 15 quarters.
  • Kingsview Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $488K in Q1 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.