SFA
RDS.A

Sequoia Financial Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Sequoia Financial 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
-8,363
Closed -$363K – 714
2021
Q4 		$363K Buy
+8,363
New +$378K 0.01% 397
2020
Q1 		– Sell
-3,609
Closed -$213K – 423
2019
Q4 		$213K Buy
+3,609
New +$211K 0.01% 355
2019
Q2 		– Sell
-4,206
Closed -$263K – 392
2019
Q1 		$263K Buy
+4,206
New +$260K 0.02% 300
2018
Q3 		– Sell
-2,899
Closed -$201K – 335
2018
Q2 		$201K Buy
+2,899
New +$201K 0.02% 288

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

Sequoia Financial Advisors's RDS.A Position: Q1 2022 in Review

Sequoia Financial Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 8,363 shares — an estimated $363K sold.

Sequoia Financial Advisors first reported a position in RDS.A in Q2 2018 and held it in 4 quarters. The position peaked at $363K in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Sequoia Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Sequoia Financial Advisors sold 8,363 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $363K.
  • Sequoia Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2018 and held it in 4 quarters.
  • Sequoia Financial Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $363K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Sequoia Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.