S
RDS.A

SimplyRich’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

SimplyRich’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
-6,945
Closed -$301K – 176
2021
Q4 		$301K Hold
6,945
– – 0.1% 150
2021
Q3 		$309K Hold
6,945
– – 0.11% 143
2021
Q2 		$280K Hold
6,945
– – 0.13% 134
2021
Q1 		$272K Buy
+6,945
New +$280K 0.11% 145

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 $238M AUM 26.75% 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

SimplyRich's RDS.A Position: Q1 2022 in Review

SimplyRich sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 6,945 shares — an estimated $301K sold.

SimplyRich first reported a position in RDS.A in Q1 2021 and held it in 4 quarters. The position peaked at $309K in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • SimplyRich reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • SimplyRich sold 6,945 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $301K.
  • SimplyRich first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2021 and held it in 4 quarters.
  • SimplyRich's Royal Dutch Shell PLC ADS Class A position peaked at $309K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on SimplyRich's 13F filing for Q1 2022, filed 4 May 2022.