LFG
RDS.A

Larson Financial Group’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Larson Financial Group’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
-440
Closed -$19K – 1207
2021
Q4 		$19K Sell
440
-59
-12% -$2.66K ﹤0.01% 562
2021
Q3 		$22K Buy
499
+99
+25% +$3.99K ﹤0.01% 452
2021
Q2 		$16K Hold
400
– – ﹤0.01% 485
2021
Q1 		$16K Hold
400
– – ﹤0.01% 457
2020
Q4 		$14K Hold
400
– – ﹤0.01% 446
2020
Q3 		$10K Sell
400
-2,011
-83% -$60.8K ﹤0.01% 442
2020
Q2 		$79K Buy
2,411
+33
+1% +$1.13K 0.04% 150
2020
Q1 		$83K Buy
2,378
+1,416
+147% +$66.1K 0.05% 124
2019
Q4 		$57K Buy
962
+6
+0.6% +$350 0.03% 146
2019
Q3 		$56K Buy
956
+49
+5% +$2.91K 0.04% 140
2019
Q2 		$59K Buy
907
+59
+7% +$3.77K 0.04% 116
2019
Q1 		$53K Buy
848
+4
+0.5% +$247 0.04% 118
2018
Q4 		$49K Buy
+844
New +$52.3K 0.05% 114

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

Larson Financial Group's RDS.A Position: Q1 2022 in Review

Larson Financial Group sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 440 shares — an estimated $19K sold.

Larson Financial Group first reported a position in RDS.A in Q4 2018 and held it in 13 quarters. The position peaked at $83K in Q1 2020. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Larson Financial Group reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Larson Financial Group sold 440 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $19K.
  • Larson Financial Group first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 13 quarters.
  • Larson Financial Group's Royal Dutch Shell PLC ADS Class A position peaked at $83K in Q1 2020.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Larson Financial Group's 13F filing for Q1 2022, filed 5 May 2022.