Level Four Advisory Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Level Four Advisory Services’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	-5,672	Closed	-$246K	–	720
2021 Q4	$246K	Buy	+5,672	New	+$256K	0.02%	556
2020 Q1	–	Sell	-4,436	Closed	-$624K	–	594
2019 Q4	$624K	Buy	4,436 +310	+8%	+$18.1K	0.02%	350
2019 Q3	$243K	Sell	4,126 -216	-5%	-$12.8K	0.03%	437
2019 Q2	$282K	Buy	4,342 +661	+18%	+$42.3K	0.03%	437
2019 Q1	$231K	Sell	3,681 -302	-8%	-$18.7K	0.03%	460
2018 Q4	$232K	Buy	+3,983	New	+$247K	0.03%	449

Other funds holding RDS.A

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

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

Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

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

Level Four Advisory Services's RDS.A Position: Q1 2022 in Review

Level Four Advisory Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 5,672 shares — an estimated $246K sold.

Level Four Advisory Services first reported a position in RDS.A in Q4 2018 and held it in 6 quarters. The position peaked at $624K in Q4 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

Level Four Advisory Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
Level Four Advisory Services sold 5,672 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $246K.
Level Four Advisory Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 6 quarters.
Level Four Advisory Services's Royal Dutch Shell PLC ADS Class A position peaked at $624K in Q4 2019.
17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Level Four Advisory Services's 13F filing for Q1 2022, filed 10 May 2022.