MW
RDS.A

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

Milestone Wealth’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
Q2 		– Sell
-575
Closed -$25K – 255
2022
Q1 		$25K Hold
575
– – 0.02% 171
2021
Q4 		$25K Buy
+575
New +$26K 0.02% 171

Other funds holding RDS.A

GCM
Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return
CJL
Cyrus J. Lawrence New York $26.4M AUM 16.63% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Milestone Wealth's RDS.A Position: Q2 2022 in Review

Milestone Wealth sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2022, closing a stake of 575 shares — an estimated $25K sold.

Milestone Wealth first reported a position in RDS.A in Q4 2021 and held it in 2 quarters. The position peaked at $25K in Q1 2022. 5 funds tracked by Wall St. Rank hold RDS.A as of Q2 2022.

  • Milestone Wealth reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2022 after selling out during the quarter.
  • Milestone Wealth sold 575 Royal Dutch Shell PLC ADS Class A shares in Q2 2022, an estimated $25K.
  • Milestone Wealth first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2021 and held it in 2 quarters.
  • Milestone Wealth's Royal Dutch Shell PLC ADS Class A position peaked at $25K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.