LF
RDS.A

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

Lee Financial’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
-387
Closed -$17K – 1009
2021
Q4 		$17K Hold
387
– – ﹤0.01% 402
2021
Q3 		$17K Hold
387
– – ﹤0.01% 360
2021
Q2 		$16K Hold
387
– – ﹤0.01% 350
2021
Q1 		$15K Hold
387
– – ﹤0.01% 346
2020
Q4 		$14K Sell
387
-400
-51% -$12.5K ﹤0.01% 339
2020
Q3 		$20K Hold
787
– – 0.01% 308
2020
Q2 		$26K Sell
787
-51
-6% -$1.75K 0.01% 256
2020
Q1 		$29K Hold
838
– – 0.01% 207
2019
Q4 		$49K Hold
838
– – 0.01% 188
2019
Q3 		$49K Hold
838
– – 0.01% 194
2019
Q2 		$55K Sell
838
-300
-26% -$19.2K 0.01% 194
2019
Q1 		$71K Buy
1,138
+451
+66% +$27.9K 0.02% 175
2018
Q4 		$40K Hold
687
– – 0.01% 195
2018
Q3 		$47K Sell
687
-245
-26% -$16.4K 0.01% 194
2018
Q2 		$65K Buy
932
+163
+21% +$11.3K 0.02% 247
2018
Q1 		$49K Buy
769
+82
+12% +$5.4K 0.01% 262
2017
Q4 		$46K Hold
687
– – 0.01% 192
2017
Q3 		$42K Hold
687
– – 0.01% 192
2017
Q2 		$37K Hold
687
– – 0.01% 206
2017
Q1 		$36K Hold
687
– – 0.01% 187
2016
Q4 		$37K Buy
+687
New +$35.4K 0.02% 189

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

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

Lee Financial sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 387 shares — an estimated $17K sold.

Lee Financial first reported a position in RDS.A in Q4 2016 and held it in 21 quarters. The position peaked at $71K in Q1 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Lee Financial reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 387 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $17K.
  • Lee Financial first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2016 and held it in 21 quarters.
  • Lee Financial's Royal Dutch Shell PLC ADS Class A position peaked at $71K in Q1 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.