Lido Advisors
RDS.A

Lido Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Lido Advisors’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
-14,119
Closed -$612K – 1115
2021
Q4 		$612K Sell
14,119
-5,530
-28% -$250K 0.01% 552
2021
Q3 		$875K Buy
19,649
+6,831
+53% +$276K 0.01% 439
2021
Q2 		$518K Sell
12,818
-75
-0.6% -$2.98K 0.01% 533
2021
Q1 		$506K Buy
12,893
+5,217
+68% +$210K 0.01% 496
2020
Q4 		$269K Sell
7,676
-5,562
-42% -$174K 0.01% 659
2020
Q3 		$333K Buy
+13,238
New +$401K 0.01% 458
2020
Q2 		– Sell
-7,417
Closed -$259K – 679
2020
Q1 		$259K Sell
7,417
-2,276
-23% -$106K 0.01% 450
2019
Q4 		$572K Buy
9,693
+2,962
+44% +$173K 0.02% 356
2019
Q3 		$396K Sell
6,731
-1,673
-20% -$99.3K 0.02% 387
2019
Q2 		$546K Buy
+8,404
New +$537K 0.03% 287
2018
Q4 		– Sell
-3,145
Closed -$214K – 492
2018
Q3 		$214K Buy
3,145
+180
+6% +$12K 0.02% 411
2018
Q2 		$205K Buy
+2,965
New +$205K 0.02% 396
2018
Q1 		– Sell
-3,180
Closed -$212K – 427
2017
Q4 		$212K Buy
+3,180
New +$200K 0.03% 282
2017
Q3 		– Sell
-4,856
Closed -$258K – 337
2017
Q2 		$258K Buy
4,856
+107
+2% +$5.73K 0.05% 209
2017
Q1 		$259K Sell
4,749
-654
-12% -$35K 0.07% 187
2016
Q4 		$294K Sell
5,403
-4,743
-47% -$244K 0.07% 136
2016
Q3 		$508K Buy
+10,146
New +$518K 0.16% 65

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

Lido Advisors's RDS.A Position: Q1 2022 in Review

Lido Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 14,119 shares — an estimated $612K sold.

Lido Advisors first reported a position in RDS.A in Q3 2016 and held it in 17 quarters. The position peaked at $875K in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Lido Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Lido Advisors sold 14,119 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $612K.
  • Lido Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2016 and held it in 17 quarters.
  • Lido Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $875K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Lido Advisors's 13F filing for Q1 2022, filed 17 May 2022.