N.E.W. Advisory Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

N.E.W. Advisory Services’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	-143	Closed	-$6K	–	155
2022 Q1	$6K	Buy	+143	New	+$6.96K	﹤0.01%	133

Other funds holding RDS.A

GCM

Glynn Capital Management Menlo Park, California $209M AUM 31.14% 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 $399M AUM 20.13% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

N.E.W. Advisory Services's RDS.A Position: Q2 2022 in Review

N.E.W. Advisory Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2022, closing a stake of 143 shares — an estimated $6K sold.

N.E.W. Advisory Services first reported a position in RDS.A in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 5 funds tracked by Wall St. Rank hold RDS.A as of Q2 2022.

N.E.W. Advisory Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2022 after selling out during the quarter.
N.E.W. Advisory Services sold 143 Royal Dutch Shell PLC ADS Class A shares in Q2 2022, an estimated $6K.
N.E.W. Advisory Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2022 and held it in 1 quarter.
N.E.W. Advisory Services's Royal Dutch Shell PLC ADS Class A position peaked at $6K in Q1 2022.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2022.

Based on N.E.W. Advisory Services's 13F filing for Q2 2022, filed 1 Aug 2022.