LWAC
RDS.A

Laurel Wealth Advisors (California)’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Laurel Wealth Advisors (California)’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
-6,060
Closed -$263K – 826
2021
Q4 		$263K Buy
+6,060
New +$274K 0.02% 665
2021
Q3 		– Sell
-7,705
Closed -$311K – 516
2021
Q2 		$311K Buy
7,705
+2,384
+45% +$94.8K 0.04% 394
2021
Q1 		$209K Buy
+5,321
New +$214K 0.03% 439
2020
Q1 		– Sell
-6,076
Closed -$358K – 457
2019
Q4 		$358K Sell
6,076
-15,292
-72% -$893K 0.06% 310
2019
Q3 		$1.26M Buy
21,368
+13,982
+189% +$830K 0.22% 127
2019
Q2 		$481K Buy
7,386
+600
+9% +$38.4K 0.11% 209
2019
Q1 		$425K Buy
6,786
+1,725
+34% +$107K 0.1% 215
2018
Q4 		$294K Sell
5,061
-750
-13% -$46.5K 0.09% 254
2018
Q3 		$395K Buy
5,811
+604
+12% +$40.3K 0.1% 228
2018
Q2 		$360K Buy
5,207
+4
+0.1% +$277 0.1% 226
2018
Q1 		$332K Sell
5,203
-401
-7% -$26.4K 0.1% 221
2017
Q4 		$373K Buy
5,604
+1,661
+42% +$105K 0.11% 213
2017
Q3 		$238K Buy
3,943
+178
+5% +$9.95K 0.08% 258
2017
Q2 		$200K Buy
+3,765
New +$202K 0.07% 281

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

Laurel Wealth Advisors (California)'s RDS.A Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 6,060 shares — an estimated $263K sold.

Laurel Wealth Advisors (California) first reported a position in RDS.A in Q2 2017 and held it in 14 quarters. The position peaked at $1.26M in Q3 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 6,060 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $263K.
  • Laurel Wealth Advisors (California) first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2017 and held it in 14 quarters.
  • Laurel Wealth Advisors (California)'s Royal Dutch Shell PLC ADS Class A position peaked at $1.26M in Q3 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.