RG
RDS.A

Retirement Group’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Retirement 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
2022
Q1 		– Sell
-197
Closed -$9K – 856
2021
Q4 		$9K Hold
197
– – ﹤0.01% 467
2021
Q3 		$9K Hold
197
– – ﹤0.01% 393
2021
Q2 		$8K Sell
197
-300
-60% -$11.9K ﹤0.01% 446
2021
Q1 		$19K Sell
497
-90
-15% -$3.62K 0.01% 395
2020
Q4 		$20K Sell
587
-10
-2% -$312 0.01% 361
2020
Q3 		$15K Hold
597
– – 0.01% 363
2020
Q2 		$20K Buy
+597
New +$20.5K 0.01% 319
2019
Q4 		$23K Buy
+397
New +$23.2K 0.02% 310

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

Retirement Group's RDS.A Position: Q1 2022 in Review

Retirement Group sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 197 shares — an estimated $9K sold.

Retirement Group first reported a position in RDS.A in Q4 2019 and held it in 8 quarters. The position peaked at $23K in Q4 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Retirement Group reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Retirement Group sold 197 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $9K.
  • Retirement Group first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and held it in 8 quarters.
  • Retirement Group's Royal Dutch Shell PLC ADS Class A position peaked at $23K in Q4 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Retirement Group's 13F filing for Q1 2022, filed 6 May 2022.