PWP
RDS.A

Principle Wealth Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Principle Wealth Partners’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
-5,177
Closed -$225K – 335
2021
Q4 		$225K Hold
5,177
– – 0.02% 297
2021
Q3 		$231K Hold
5,177
– – 0.03% 288
2021
Q2 		$209K Hold
5,177
– – 0.02% 303
2021
Q1 		$203K Buy
+5,177
New +$208K 0.02% 281

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

Principle Wealth Partners's RDS.A Position: Q1 2022 in Review

Principle Wealth Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 5,177 shares — an estimated $225K sold.

Principle Wealth Partners first reported a position in RDS.A in Q1 2021 and held it in 4 quarters. The position peaked at $231K in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Principle Wealth Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Principle Wealth Partners sold 5,177 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $225K.
  • Principle Wealth Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2021 and held it in 4 quarters.
  • Principle Wealth Partners's Royal Dutch Shell PLC ADS Class A position peaked at $231K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Principle Wealth Partners's 13F filing for Q1 2022, filed 12 May 2022.