RWA
RDS.A

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

Ropes 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
2022
Q1 		– Sell
-5,023
Closed -$218K – 312
2021
Q4 		$218K Sell
5,023
-216
-4% -$9.75K 0.04% 259
2021
Q3 		$234K Sell
5,239
-160
-3% -$6.46K 0.04% 253
2021
Q2 		$218K Sell
5,399
-230
-4% -$9.14K 0.03% 253
2021
Q1 		$221K Hold
5,629
– – 0.04% 232
2020
Q4 		$198K Sell
5,629
-395
-7% -$12.3K 0.03% 234
2020
Q3 		$152K Sell
6,024
-602
-9% -$18.2K 0.03% 225
2020
Q2 		$217K Sell
6,626
-2,320
-26% -$79.6K 0.04% 186
2020
Q1 		$312K Sell
8,946
-1,055
-11% -$49.3K 0.08% 148
2019
Q4 		$590K Sell
10,001
-375
-4% -$21.9K 0.13% 128
2019
Q3 		$611K Buy
10,376
+275
+3% +$16.3K 0.13% 127
2019
Q2 		$657K Sell
10,101
-250
-2% -$16K 0.14% 118
2019
Q1 		$648K Sell
10,351
-600
-5% -$37.1K 0.17% 118
2018
Q4 		$638K Sell
10,951
-1,792
-14% -$111K 0.18% 108
2018
Q3 		$868K Sell
12,743
-166
-1% -$11.1K 0.21% 108
2018
Q2 		$894K Sell
12,909
-300
-2% -$20.8K 0.24% 102
2018
Q1 		$843K Buy
13,209
+60
+0.5% +$3.95K 0.23% 105
2017
Q4 		$877K Buy
13,149
+1,739
+15% +$110K 0.23% 96
2017
Q3 		$691K Buy
11,410
+400
+4% +$22.4K 0.19% 112
2017
Q2 		$586K Sell
11,010
-220
-2% -$11.8K 0.17% 116
2017
Q1 		$592K Sell
11,230
-3,148
-22% -$168K 0.17% 117
2016
Q4 		$782K Buy
14,378
+220
+2% +$11.3K 0.25% 87
2016
Q3 		$709K Sell
14,158
-1,600
-10% -$81.7K 0.24% 85
2016
Q2 		$870K Buy
15,758
+3,610
+30% +$184K 0.3% 71
2016
Q1 		$589K Buy
12,148
+2,740
+29% +$123K 0.26% 72
2015
Q4 		$431K Hold
9,408
– – 0.19% 92
2015
Q3 		$446K Buy
9,408
+183
+2% +$9.81K 0.23% 75
2015
Q2 		$526K Sell
9,225
-3,000
-25% -$183K 0.29% 68
2015
Q1 		$729K Buy
+12,225
New +$775K 0.38% 56

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

Ropes Wealth Advisors's RDS.A Position: Q1 2022 in Review

Ropes Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 5,023 shares — an estimated $218K sold.

Ropes Wealth Advisors first reported a position in RDS.A in Q1 2015 and held it in 28 quarters. The position peaked at $894K in Q2 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Ropes Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Ropes Wealth Advisors sold 5,023 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $218K.
  • Ropes Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2015 and held it in 28 quarters.
  • Ropes Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $894K in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Ropes Wealth Advisors's 13F filing for Q1 2022, filed 4 May 2022.