SWM
RDS.A

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

Sugarloaf 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
-1,606
Closed -$78.2K – 785
2021
Q4 		$70K Sell
1,606
-150
-9% -$6.77K 0.02% 244
2021
Q3 		$78K Buy
1,756
+2
+0.1% +$81 0.02% 221
2021
Q2 		$71K Buy
1,754
+2
+0.1% +$80 0.02% 230
2021
Q1 		$69 Hold
1,752
– – 0.02% 233
2020
Q4 		$62K Hold
1,752
– – 0.02% 234
2020
Q3 		$44K Hold
1,752
– – 0.02% 254
2020
Q2 		$57K Hold
1,752
– – 0.02% 222
2020
Q1 		$61K Hold
1,752
– – 0.03% 201
2019
Q4 		$103K Buy
+1,752
New +$102K 0.04% 180

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

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

Sugarloaf Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 1,606 shares — an estimated $78.2K sold.

Sugarloaf Wealth Management first reported a position in RDS.A in Q4 2019 and held it in 9 quarters. The position peaked at $103K in Q4 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Sugarloaf Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,606 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $78.2K.
  • Sugarloaf Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and held it in 9 quarters.
  • Sugarloaf Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $103K in Q4 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.