RWM
RDS.A

Ritholtz Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Ritholtz Wealth Management’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
-25,106
Closed -$1.09M – 631
2021
Q4 		$1.09M Buy
25,106
+4,028
+19% +$182K 0.07% 157
2021
Q3 		$939K Buy
21,078
+3,986
+23% +$161K 0.07% 153
2021
Q2 		$691K Buy
17,092
+2,412
+16% +$95.9K 0.05% 198
2021
Q1 		$576K Buy
14,680
+6,280
+75% +$253K 0.05% 185
2020
Q4 		$295K Buy
+8,400
New +$262K 0.03% 257
2020
Q3 		– Sell
-6,811
Closed -$223K – 356
2020
Q2 		$223K Buy
+6,811
New +$234K 0.03% 223

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 $205M AUM 41.7% 1-Year Est. Return

Ritholtz Wealth Management's RDS.A Position: Q1 2022 in Review

Ritholtz Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 25,106 shares — an estimated $1.09M sold.

Ritholtz Wealth Management first reported a position in RDS.A in Q2 2020 and held it in 6 quarters. The position peaked at $1.09M in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Ritholtz Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 25,106 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $1.09M.
  • Ritholtz Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2020 and held it in 6 quarters.
  • Ritholtz Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $1.09M in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Ritholtz Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.