SWM
RDS.A

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

Selective 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
-383
Closed -$17K – 815
2021
Q4 		$17K Buy
+383
New +$17.3K 0.01% 434
2021
Q2 		– Sell
-1,518
Closed -$60K – 565
2021
Q1 		$60K Buy
1,518
+518
+52% +$20.9K 0.05% 114
2020
Q4 		$35K Sell
1,000
-500
-33% -$15.6K 0.02% 137
2020
Q3 		$38K Sell
1,500
-100
-6% -$3.03K 0.03% 112
2020
Q2 		$52K Buy
1,600
+1,500
+1,500% +$51.5K 0.04% 103
2020
Q1 		$3K Hold
100
– – ﹤0.01% 263
2019
Q4 		$6K Hold
100
– – 0.01% 208
2019
Q3 		$6K Buy
+100
New +$5.94K 0.01% 215

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

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

Selective Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 383 shares — an estimated $17K sold.

Selective Wealth Management first reported a position in RDS.A in Q3 2019 and held it in 8 quarters. The position peaked at $60K in Q1 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Selective Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 383 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $17K.
  • Selective Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2019 and held it in 8 quarters.
  • Selective Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $60K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.