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
2017
Q3 		– Sell
-5,000
Closed -$1K – 425
2017
Q2 		$1K Hold
5,000
– – ﹤0.01% 351
2017
Q1 		$1K Buy
+5,000
New +$268K ﹤0.01% 301

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.