RPWA
RDS.A

Regent Peak Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-631
Closed -$22K – 1122
2020
Q4 		$22K Buy
+631
New +$19.7K 0.01% 443

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

Regent Peak Wealth Advisors's RDS.A Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2021, closing a stake of 631 shares — an estimated $22K sold.

Regent Peak Wealth Advisors first reported a position in RDS.A in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 772 funds tracked by Wall St. Rank hold RDS.A as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 631 Royal Dutch Shell PLC ADS Class A shares in Q1 2021, an estimated $22K.
  • Regent Peak Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $22K in Q4 2020.
  • 772 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.