Summit Wealth & Retirement Planning’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Summit Wealth & Retirement Planning’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
2021 Q2	–	Sell	-8,000	Closed	-$314K	–	103
2021 Q1	$314K	Hold	8,000	–	–	0.12%	81
2020 Q4	$281K	Hold	8,000	–	–	0.11%	98
2020 Q3	$201K	Hold	8,000	–	–	0.09%	103
2020 Q2	$262K	Hold	8,000	–	–	0.12%	99
2020 Q1	$279K	Hold	8,000	–	–	0.15%	97
2019 Q4	$472K	Sell	8,000 -13,665	-63%	-$798K	0.21%	83
2019 Q3	$1.27M	Sell	21,665 -130	-0.6%	-$7.72K	0.77%	31
2019 Q2	$1.42M	Sell	21,795 -1,770	-8%	-$113K	0.83%	28
2019 Q1	$1.48M	Hold	23,565	–	–	0.88%	26
2018 Q4	$1.37M	Buy	+23,565	New	+$1.46M	1.04%	25

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Summit Wealth & Retirement Planning's RDS.A Position: Q2 2021 in Review

Summit Wealth & Retirement Planning sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2021, closing a stake of 8,000 shares — an estimated $314K sold.

Summit Wealth & Retirement Planning first reported a position in RDS.A in Q4 2018 and held it in 10 quarters. The position peaked at $1.48M in Q1 2019. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2021.

Summit Wealth & Retirement Planning reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 8,000 Royal Dutch Shell PLC ADS Class A shares in Q2 2021, an estimated $314K.
Summit Wealth & Retirement Planning first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 10 quarters.
Summit Wealth & Retirement Planning's Royal Dutch Shell PLC ADS Class A position peaked at $1.48M in Q1 2019.
769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2021, filed 13 Aug 2021.