SWM
RDS.A

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

Spire 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
-6,586
Closed -$286K – 3006
2021
Q4 		$286K Buy
6,586
+1,285
+24% +$58K 0.01% 932
2021
Q3 		$236K Sell
5,301
-68
-1% -$2.74K 0.01% 857
2021
Q2 		$217K Sell
5,369
-5,768
-52% -$229K 0.01% 921
2021
Q1 		$376K Buy
+11,137
New +$448K 0.01% 765

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

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

Spire Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 6,586 shares — an estimated $286K sold.

Spire Wealth Management first reported a position in RDS.A in Q1 2021 and held it in 4 quarters. The position peaked at $376K in Q1 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Spire Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 6,586 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $286K.
  • Spire Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $376K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.