Koshinski Asset Management
RDS.A

Koshinski Asset Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Koshinski Asset 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
-4,933
Closed -$214K – 2283
2021
Q4 		$214K Sell
4,933
-80
-2% -$3.61K 0.02% 604
2021
Q3 		$223K Buy
+5,013
New +$202K 0.02% 577
2020
Q2 		– Sell
-6,766
Closed -$236K – 515
2020
Q1 		$236K Buy
6,766
+913
+16% +$42.6K 0.05% 393
2019
Q4 		$343K Buy
5,853
+1,793
+44% +$105K 0.06% 385
2019
Q3 		$239K Buy
4,060
+961
+31% +$57K 0.17% 131
2019
Q2 		$202K Buy
+3,099
New +$198K 0.08% 258
2018
Q4 		– Sell
-3,837
Closed -$261K – 548
2018
Q3 		$261K Buy
+3,837
New +$256K 0.04% 446

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

Koshinski Asset Management's RDS.A Position: Q1 2022 in Review

Koshinski Asset Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 4,933 shares — an estimated $214K sold.

Koshinski Asset Management first reported a position in RDS.A in Q3 2018 and held it in 7 quarters. The position peaked at $343K in Q4 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Koshinski Asset Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 4,933 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $214K.
  • Koshinski Asset Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2018 and held it in 7 quarters.
  • Koshinski Asset Management's Royal Dutch Shell PLC ADS Class A position peaked at $343K in Q4 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Koshinski Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.