OIA
RDS.A

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

Optimum 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
Q2 		– Sell
-300
Closed -$16K – 914
2022
Q1 		$16K Sell
300
-600
-67% -$29.2K 0.01% 594
2021
Q4 		$39K Hold
900
– – 0.02% 510
2021
Q3 		$40K Hold
900
– – 0.02% 498
2021
Q2 		$36K Sell
900
-413
-31% -$16.4K 0.01% 580
2021
Q1 		$51K Hold
1,313
– – 0.01% 504
2020
Q4 		$46K Sell
1,313
-400
-23% -$12.5K 0.01% 493
2020
Q3 		$43K Hold
1,713
– – 0.01% 467
2020
Q2 		$56K Sell
1,713
-100
-6% -$3.43K 0.02% 425
2020
Q1 		$63K Sell
1,813
-900
-33% -$42K 0.03% 383
2019
Q4 		$160K Sell
2,713
-366
-12% -$21.4K 0.05% 312
2019
Q3 		$181K Sell
3,079
-334
-10% -$19.8K 0.06% 283
2019
Q2 		$222K Hold
3,413
– – 0.07% 250
2019
Q1 		$214K Buy
3,413
+600
+21% +$37.1K 0.07% 265
2018
Q4 		$164K Sell
2,813
-2,100
-43% -$130K 0.06% 287
2018
Q3 		$335K Buy
4,913
+600
+14% +$40.1K 0.09% 214
2018
Q2 		$299K Buy
4,313
+300
+7% +$20.8K 0.09% 231
2018
Q1 		$256K Buy
+4,013
New +$264K 0.08% 249
2015
Q1 		$46K Hold
763
– – 0.01% 524
2014
Q4 		$51K Sell
763
-200
-21% -$13.8K 0.02% 500
2014
Q3 		$70K Sell
963
-200
-17% -$16.1K 0.02% 407
2014
Q2 		$95K Buy
1,163
+613
+111% +$47.9K 0.03% 353
2014
Q1 		$40K Buy
550
+300
+120% +$21.4K 0.02% 426
2013
Q4 		$18K Hold
250
– – 0.01% 540
2013
Q3 		$16K Buy
+250
New +$16.4K 0.01% 532

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

Optimum Investment Advisors's RDS.A Position: Q2 2022 in Review

Optimum Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2022, closing a stake of 300 shares — an estimated $16K sold.

Optimum Investment Advisors first reported a position in RDS.A in Q3 2013 and held it in 24 quarters. The position peaked at $335K in Q3 2018. 5 funds tracked by Wall St. Rank hold RDS.A as of Q2 2022.

  • Optimum Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 Royal Dutch Shell PLC ADS Class A shares in Q2 2022, an estimated $16K.
  • Optimum Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2013 and held it in 24 quarters.
  • Optimum Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $335K in Q3 2018.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.