SP
RDS.A

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

Successful Portfolios’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
-5,193
Closed -$225K – 220
2021
Q4 		$225K Buy
5,193
+400
+8% +$18.1K 0.12% 187
2021
Q3 		$214K Sell
4,793
-470
-9% -$19K 0.13% 183
2021
Q2 		$213K Sell
5,263
-650
-11% -$25.8K 0.13% 186
2021
Q1 		$232K Sell
5,913
-550
-9% -$22.1K 0.15% 167
2020
Q4 		$227K Buy
+6,463
New +$202K 0.16% 156
2020
Q3 		– Sell
-7,218
Closed -$236K – 181
2020
Q2 		$236K Buy
7,218
+729
+11% +$25K 0.21% 133
2020
Q1 		$226K Sell
6,489
-791
-11% -$36.9K 0.23% 118
2019
Q4 		$429K Sell
7,280
-1,683
-19% -$98.3K 0.38% 70
2019
Q3 		$527K Buy
8,963
+810
+10% +$48.1K 0.5% 55
2019
Q2 		$531K Sell
8,153
-231
-3% -$14.8K 0.57% 51
2019
Q1 		$525K Sell
8,384
-21
-0.2% -$1.3K 0.57% 50
2018
Q4 		$490K Buy
8,405
+152
+2% +$9.43K 0.63% 49
2018
Q3 		$562K Buy
8,253
+200
+2% +$13.4K 0.61% 44
2018
Q2 		$558K Buy
8,053
+25
+0.3% +$1.73K 0.65% 45
2018
Q1 		$512K Buy
8,028
+259
+3% +$17.1K 0.62% 50
2017
Q4 		$518K Buy
+7,769
New +$490K 0.64% 46

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 $205M AUM 41.7% 1-Year Est. Return

Successful Portfolios's RDS.A Position: Q1 2022 in Review

Successful Portfolios sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 5,193 shares — an estimated $225K sold.

Successful Portfolios first reported a position in RDS.A in Q4 2017 and held it in 16 quarters. The position peaked at $562K in Q3 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Successful Portfolios reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Successful Portfolios sold 5,193 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $225K.
  • Successful Portfolios first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 16 quarters.
  • Successful Portfolios's Royal Dutch Shell PLC ADS Class A position peaked at $562K in Q3 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Successful Portfolios's 13F filing for Q1 2022, filed 21 Apr 2022.