SWA
RDS.A

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

Sax 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
Q4 		– Sell
-5,105
Closed -$228K – 189
2021
Q3 		$228K Hold
5,105
– – 0.05% 154
2021
Q2 		$206K Sell
5,105
-25
-0.5% -$994 0.07% 153
2021
Q1 		$201K Buy
+5,130
New +$207K 0.07% 145

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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

Sax Wealth Advisors's RDS.A Position: Q4 2021 in Review

Sax Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2021, closing a stake of 5,105 shares — an estimated $228K sold.

Sax Wealth Advisors first reported a position in RDS.A in Q1 2021 and held it in 3 quarters. The position peaked at $228K in Q3 2021. 771 funds tracked by Wall St. Rank hold RDS.A as of Q4 2021.

  • Sax Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2021 after selling out during the quarter.
  • Sax Wealth Advisors sold 5,105 Royal Dutch Shell PLC ADS Class A shares in Q4 2021, an estimated $228K.
  • Sax Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2021 and held it in 3 quarters.
  • Sax Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $228K in Q3 2021.
  • 771 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2021.

Based on Sax Wealth Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.