PWPS
RDS.A

Pinnacle Wealth Planning Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Pinnacle Wealth Planning 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
Q1 		– Sell
-11,549
Closed -$501K – 494
2021
Q4 		$501K Buy
11,549
+2,997
+35% +$135K 0.1% 153
2021
Q3 		$381K Buy
+8,552
New +$345K 0.08% 195
2021
Q1 		– Sell
-1,253
Closed -$44K – 2227
2020
Q4 		$44K Buy
+1,253
New +$39.1K 0.01% 854
2020
Q1 		– Sell
-3,467
Closed -$204K – 270
2019
Q4 		$204K Buy
+3,467
New +$202K 0.1% 219

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 $225M AUM 21.53% 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

Pinnacle Wealth Planning Services's RDS.A Position: Q1 2022 in Review

Pinnacle Wealth Planning Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 11,549 shares — an estimated $501K sold.

Pinnacle Wealth Planning Services first reported a position in RDS.A in Q4 2019 and held it in 4 quarters. The position peaked at $501K in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Pinnacle Wealth Planning Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 11,549 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $501K.
  • Pinnacle Wealth Planning Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and held it in 4 quarters.
  • Pinnacle Wealth Planning Services's Royal Dutch Shell PLC ADS Class A position peaked at $501K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2022, filed 20 Apr 2022.