Liberty Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-40	Closed	-$2K	–	1216
2021 Q3	$2K	Buy	40 +20	+100%	+$807	﹤0.01%	1094
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	1057
2021 Q1	$0	Hold	20	–	–	﹤0.01%	1067
2020 Q4	$0	Buy	+20	New	+$624	﹤0.01%	1104
2020 Q3	–	Sell	-963	Closed	-$31K	–	982
2020 Q2	$31K	Hold	963	–	–	0.02%	315
2020 Q1	$34K	Sell	963 -484	-33%	-$22.6K	0.03%	265
2019 Q4	$85K	Sell	1,447 -117	-7%	-$6.83K	0.07%	180
2019 Q3	$95K	Sell	1,564 -45	-3%	-$2.67K	0.09%	153
2019 Q2	$105K	Buy	1,609 +96	+6%	+$6.14K	0.09%	162
2019 Q1	$94K	Sell	1,513 -2,460	-62%	-$152K	0.07%	144
2018 Q4	$231K	Buy	+3,973	New	+$246K	0.17%	76

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Liberty Wealth Management's RDS.A Position: Q4 2021 in Review

Liberty Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2021, closing a stake of 40 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in RDS.A in Q4 2018 and held it in 11 quarters. The position peaked at $231K in Q4 2018. 771 funds tracked by Wall St. Rank hold RDS.A as of Q4 2021.

Liberty Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 40 Royal Dutch Shell PLC ADS Class A shares in Q4 2021, an estimated $2K.
Liberty Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 11 quarters.
Liberty Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $231K in Q4 2018.
771 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.