LNWWM
RDS.A

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

Laird Norton Wetherby 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
-40,273
Closed -$1.75M – 989
2021
Q4 		$1.75M Buy
40,273
+4,000
+11% +$181K 0.1% 191
2021
Q3 		$1.62M Buy
36,273
+1,865
+5% +$75.2K 0.1% 187
2021
Q2 		$1.39M Sell
34,408
-808
-2% -$32.1K 0.08% 220
2021
Q1 		$1.38M Buy
35,216
+1,442
+4% +$58K 0.11% 192
2020
Q4 		$1.19M Buy
33,774
+14,381
+74% +$449K 0.08% 234
2020
Q3 		$488K Sell
19,393
-8,512
-31% -$258K 0.04% 383
2020
Q2 		$912K Buy
27,905
+8,843
+46% +$303K 0.09% 230
2020
Q1 		$665K Sell
19,062
-32,991
-63% -$1.54M 0.07% 256
2019
Q4 		$3.07M Buy
52,053
+2,430
+5% +$142K 0.3% 71
2019
Q3 		$2.92M Sell
49,623
-4,030
-8% -$239K 0.3% 72
2019
Q2 		$3.49M Buy
53,653
+5,655
+12% +$362K 0.38% 54
2019
Q1 		$3M Buy
47,998
+1,530
+3% +$94.6K 0.37% 57
2018
Q4 		$2.71M Sell
46,468
-409
-0.9% -$25.4K 0.38% 57
2018
Q3 		$3.19M Buy
46,877
+858
+2% +$57.3K 0.39% 50
2018
Q2 		$3.19M Buy
46,019
+259
+0.6% +$17.9K 0.43% 42
2018
Q1 		$2.92M Buy
45,760
+1,303
+3% +$85.8K 0.4% 47
2017
Q4 		$2.96M Buy
44,457
+713
+2% +$44.9K 0.41% 48
2017
Q3 		$2.65M Sell
43,744
-6
-0% -$336 0.39% 53
2017
Q2 		$2.33M Sell
43,750
-881
-2% -$47.2K 0.4% 49
2017
Q1 		$2.35M Buy
44,631
+1,411
+3% +$75.5K 0.42% 46
2016
Q4 		$2.35M Buy
43,220
+4,878
+13% +$251K 0.46% 46
2016
Q3 		$1.92M Buy
38,342
+319
+0.8% +$16.3K 0.39% 52
2016
Q2 		$2.1M Buy
38,023
+3,948
+12% +$201K 0.47% 45
2016
Q1 		$1.65M Buy
34,075
+17,838
+110% +$798K 0.39% 50
2015
Q4 		$743K Sell
16,237
-9,523
-37% -$478K 0.18% 124
2015
Q3 		$1.22M Buy
25,760
+9,197
+56% +$493K 0.31% 67
2015
Q2 		$944K Sell
16,563
-1,237
-7% -$75.3K 0.23% 96
2015
Q1 		$1.06M Sell
17,800
-6,706
-27% -$425K 0.26% 81
2014
Q4 		$1.64M Buy
24,506
+52
+0.2% +$3.6K 0.41% 47
2014
Q3 		$1.86M Buy
24,454
+1,752
+8% +$141K 0.52% 34
2014
Q2 		$1.87M Sell
22,702
-346
-2% -$27K 0.53% 34
2014
Q1 		$1.68M Buy
23,048
+3,155
+16% +$225K 0.48% 41
2013
Q4 		$1.42M Buy
19,893
+2,048
+11% +$138K 0.4% 46
2013
Q3 		$1.17M Buy
17,845
+489
+3% +$32K 0.37% 58
2013
Q2 		$1.11M Buy
+17,356
New +$1.15M 0.39% 54

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

Laird Norton Wetherby Wealth Management's RDS.A Position: Q1 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 40,273 shares — an estimated $1.75M sold.

Laird Norton Wetherby Wealth Management first reported a position in RDS.A in Q2 2013 and held it in 35 quarters. The position peaked at $3.49M in Q2 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 40,273 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $1.75M.
  • Laird Norton Wetherby Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 35 quarters.
  • Laird Norton Wetherby Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $3.49M in Q2 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.