MGIA
RDS.A

Moneta Group Investment Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Moneta Group Investment 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
-12,788
Closed -$555K – 507
2021
Q4 		$555K Sell
12,788
-3,411
-21% -$154K 0.02% 282
2021
Q3 		$722K Sell
16,199
-286
-2% -$11.5K 0.03% 230
2021
Q2 		$666K Buy
16,485
+316
+2% +$12.6K 0.03% 244
2021
Q1 		$634K Buy
16,169
+2,139
+15% +$86.1K 0.03% 227
2020
Q4 		$493K Buy
14,030
+5
+0% +$156 0.04% 196
2020
Q3 		$353K Buy
14,025
+6,010
+75% +$182K 0.03% 205
2020
Q2 		$262K Sell
8,015
-1,873
-19% -$64.3K 0.02% 218
2020
Q1 		$345K Sell
9,888
-6,372
-39% -$298K 0.04% 187
2019
Q4 		$959K Buy
16,260
+7,441
+84% +$434K 0.08% 118
2019
Q3 		$519K Sell
8,819
-1,047
-11% -$62.1K 0.05% 164
2019
Q2 		$642K Sell
9,866
-311
-3% -$19.9K 0.06% 144
2019
Q1 		$637K Buy
10,177
+3,158
+45% +$195K 0.07% 127
2018
Q4 		$409K Buy
7,019
+697
+11% +$43.2K 0.05% 152
2018
Q3 		$431K Sell
6,322
-7,996
-56% -$534K 0.04% 153
2018
Q2 		$991K Buy
14,318
+100
+0.7% +$6.93K 0.11% 109
2018
Q1 		$907K Buy
14,218
+2,735
+24% +$180K 0.12% 83
2017
Q4 		$766K Buy
11,483
+267
+2% +$16.8K 0.12% 93
2017
Q3 		$679K Hold
11,216
– – 0.11% 93
2017
Q2 		$597K Hold
11,216
– – 0.1% 108
2017
Q1 		$591K Hold
11,216
– – 0.12% 79
2016
Q4 		$610K Hold
11,216
– – 0.13% 78
2016
Q3 		$562K Hold
11,216
– – 0.13% 73
2016
Q2 		$619K Hold
11,216
– – 0.14% 98
2016
Q1 		$543K Hold
11,216
– – 0.12% 99
2015
Q4 		$514K Sell
11,216
-3,286
-23% -$165K 0.13% 76
2015
Q3 		$687K Buy
+14,502
New +$777K 0.19% 56

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 $238M AUM 26.75% 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

Moneta Group Investment Advisors's RDS.A Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 12,788 shares — an estimated $555K sold.

Moneta Group Investment Advisors first reported a position in RDS.A in Q3 2015 and held it in 26 quarters. The position peaked at $991K in Q2 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Moneta Group Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 12,788 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $555K.
  • Moneta Group Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2015 and held it in 26 quarters.
  • Moneta Group Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $991K in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.