MGIA
RDS.A

Matthew Goff Investment Advisor’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Matthew Goff Investment Advisor’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
-9,394
Closed -$408K – 88
2021
Q4 		$408K Hold
9,394
– – 0.09% 65
2021
Q3 		$419K Buy
9,394
+3,103
+49% +$125K 0.1% 69
2021
Q2 		$254K Hold
6,291
– – 0.06% 81
2021
Q1 		$247K Buy
6,291
+391
+7% +$15.7K 0.07% 82
2020
Q4 		$207K Buy
+5,900
New +$184K 0.06% 82
2020
Q2 		– Sell
-5,900
Closed -$206K – 74
2020
Q1 		$206K Hold
5,900
– – 0.09% 53
2019
Q4 		$348K Buy
+5,900
New +$345K 0.13% 49

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

Matthew Goff Investment Advisor's RDS.A Position: Q1 2022 in Review

Matthew Goff Investment Advisor sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 9,394 shares — an estimated $408K sold.

Matthew Goff Investment Advisor first reported a position in RDS.A in Q4 2019 and held it in 7 quarters. The position peaked at $419K in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Matthew Goff Investment Advisor reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 9,394 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $408K.
  • Matthew Goff Investment Advisor first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and held it in 7 quarters.
  • Matthew Goff Investment Advisor's Royal Dutch Shell PLC ADS Class A position peaked at $419K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Matthew Goff Investment Advisor's 13F filing for Q1 2022, filed 19 Apr 2022.