PFGIA
RDS.A

Patriot Financial Group Insurance Agency’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Patriot Financial Group Insurance Agency’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
-1,289
Closed -$56K – 2312
2021
Q4 		$56K Buy
1,289
+40
+3% +$1.81K 0.01% 822
2021
Q3 		$56K Sell
1,249
-141
-10% -$5.69K 0.01% 835
2021
Q2 		$56K Hold
1,390
– – 0.01% 808
2021
Q1 		$55K Buy
1,390
+581
+72% +$23.4K 0.01% 741
2020
Q4 		$28K Hold
809
– – 0.01% 880
2020
Q3 		$20K Sell
809
-493
-38% -$14.9K 0.01% 802
2020
Q2 		$43K Buy
1,302
+424
+48% +$14.5K 0.02% 555
2020
Q1 		$31K Buy
878
+546
+164% +$25.5K 0.01% 561
2019
Q4 		$20K Hold
332
– – 0.01% 687
2019
Q3 		$20K Buy
332
+50
+18% +$2.97K 0.01% 659
2019
Q2 		$18K Buy
282
+273
+3,033% +$17.5K 0.01% 690
2019
Q1 		$1K Buy
+9
New +$556 ﹤0.01% 1204

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 $363M AUM 65.91% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $824M AUM 78.19% 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

Patriot Financial Group Insurance Agency's RDS.A Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 1,289 shares — an estimated $56K sold.

Patriot Financial Group Insurance Agency first reported a position in RDS.A in Q1 2019 and held it in 12 quarters. The position peaked at $56K in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,289 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $56K.
  • Patriot Financial Group Insurance Agency first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2019 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's Royal Dutch Shell PLC ADS Class A position peaked at $56K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.