LB
RDS.A

Legacy Bridge’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Legacy Bridge’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
-1,600
Closed -$69K – 315
2021
Q4 		$69K Hold
1,600
– – 0.04% 194
2021
Q3 		$71K Hold
1,600
– – 0.04% 190
2021
Q2 		$65K Hold
1,600
– – 0.04% 189
2021
Q1 		$63K Hold
1,600
– – 0.04% 185
2020
Q4 		$56K Sell
1,600
-159
-9% -$4.96K 0.04% 186
2020
Q3 		$44K Hold
1,759
– – 0.04% 188
2020
Q2 		$58K Hold
1,759
– – 0.06% 173
2020
Q1 		$61K Hold
1,759
– – 0.08% 160
2019
Q4 		$104K Hold
1,759
– – 0.09% 162
2019
Q3 		$104K Hold
1,759
– – 0.1% 158
2019
Q2 		$114K Hold
1,759
– – 0.11% 151
2019
Q1 		$110K Buy
1,759
+159
+10% +$9.83K 0.11% 151
2018
Q4 		$93K Buy
+1,600
New +$99.2K 0.12% 150

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

Legacy Bridge's RDS.A Position: Q1 2022 in Review

Legacy Bridge sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 1,600 shares — an estimated $69K sold.

Legacy Bridge first reported a position in RDS.A in Q4 2018 and held it in 13 quarters. The position peaked at $114K in Q2 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Legacy Bridge reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Legacy Bridge sold 1,600 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $69K.
  • Legacy Bridge first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 13 quarters.
  • Legacy Bridge's Royal Dutch Shell PLC ADS Class A position peaked at $114K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Legacy Bridge's 13F filing for Q1 2022, filed 28 Apr 2022.