LI
RDS.A

Lafayette Investments’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Lafayette Investments’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
-5,130
Closed -$223K – 133
2021
Q4 		$223K Hold
5,130
– – 0.06% 120
2021
Q3 		$229K Hold
5,130
– – 0.06% 112
2021
Q2 		$207K Hold
5,130
– – 0.06% 119
2021
Q1 		$201K Buy
+5,130
New +$207K 0.06% 89
2020
Q1 		– Sell
-7,530
Closed -$444K – 87
2019
Q4 		$444K Hold
7,530
– – 0.15% 64
2019
Q3 		$443K Hold
7,530
– – 0.16% 61
2019
Q2 		$490K Buy
+7,530
New +$481K 0.17% 58

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

Lafayette Investments's RDS.A Position: Q1 2022 in Review

Lafayette Investments sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 5,130 shares — an estimated $223K sold.

Lafayette Investments first reported a position in RDS.A in Q2 2019 and held it in 7 quarters. The position peaked at $490K in Q2 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Lafayette Investments reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Lafayette Investments sold 5,130 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $223K.
  • Lafayette Investments first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2019 and held it in 7 quarters.
  • Lafayette Investments's Royal Dutch Shell PLC ADS Class A position peaked at $490K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Lafayette Investments's 13F filing for Q1 2022, filed 11 May 2022.