PWAG
RDS.A

Polaris Wealth Advisory Group’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Polaris Wealth Advisory Group’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
2021
Q1 		– Sell
-117,707
Closed -$4.74M – 214
2020
Q4 		$4.74M Buy
+117,707
New +$3.67M 0.35% 84
2019
Q2 		– Sell
-48,786
Closed -$3.09M – 181
2019
Q1 		$3.09M Buy
+48,786
New +$3.02M 0.23% 75

Other funds holding RDS.A

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's RDS.A Position: Q1 2021 in Review

Polaris Wealth Advisory Group sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2021, closing a stake of 117,707 shares — an estimated $4.74M sold.

Polaris Wealth Advisory Group first reported a position in RDS.A in Q1 2019 and held it in 2 quarters. The position peaked at $4.74M in Q4 2020. 772 funds tracked by Wall St. Rank hold RDS.A as of Q1 2021.

  • Polaris Wealth Advisory Group reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 117,707 Royal Dutch Shell PLC ADS Class A shares in Q1 2021, an estimated $4.74M.
  • Polaris Wealth Advisory Group first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2019 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Royal Dutch Shell PLC ADS Class A position peaked at $4.74M in Q4 2020.
  • 772 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2021, filed 19 Apr 2021.