TWA
RDS.A

TCI Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

TCI Wealth Advisors’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
-550
Closed -$24K – 2591
2021
Q4 		$24K Hold
550
– – ﹤0.01% 640
2021
Q3 		$25K Hold
550
– – ﹤0.01% 605
2021
Q2 		$22K Hold
550
– – ﹤0.01% 595
2021
Q1 		$22K Hold
550
– – 0.01% 552
2020
Q4 		$19K Sell
550
-55
-9% -$1.72K 0.01% 512
2020
Q3 		$15K Sell
605
-275
-31% -$8.32K 0.01% 505
2020
Q2 		$29K Buy
880
+275
+45% +$9.44K 0.01% 389
2020
Q1 		$21K Sell
605
-678
-53% -$31.7K 0.01% 453
2019
Q4 		$76K Buy
1,283
+383
+43% +$22.4K 0.03% 304
2019
Q3 		$53K Hold
900
– – 0.02% 316
2019
Q2 		$59K Sell
900
-976
-52% -$62.4K 0.03% 281
2019
Q1 		$117K Hold
1,876
– – 0.05% 216
2018
Q4 		$109K Hold
1,876
– – 0.05% 207
2018
Q3 		$128K Hold
1,876
– – 0.05% 203
2018
Q2 		$130K Hold
1,876
– – 0.06% 190
2018
Q1 		$120K Hold
1,876
– – 0.06% 201
2017
Q4 		$125K Sell
1,876
-1,920
-51% -$121K 0.05% 204
2017
Q3 		$230K Hold
3,796
– – 0.11% 128
2017
Q2 		$202K Sell
3,796
-347
-8% -$18.6K 0.1% 131
2017
Q1 		$219K Buy
4,143
+485
+13% +$26K 0.11% 122
2016
Q4 		$199K Sell
3,658
-828
-18% -$42.6K 0.1% 139
2016
Q3 		$225K Buy
4,486
+139
+3% +$7.09K 0.12% 119
2016
Q2 		$240K Hold
4,347
– – 0.13% 116
2016
Q1 		$211K Buy
4,347
+105
+2% +$4.7K 0.12% 127
2015
Q4 		$194K Hold
4,242
– – 0.11% 135
2015
Q3 		$201K Buy
4,242
+156
+4% +$8.36K 0.12% 125
2015
Q2 		$233K Sell
4,086
-144
-3% -$8.77K 0.13% 117
2015
Q1 		$252K Buy
4,230
+1,920
+83% +$122K 0.16% 99
2014
Q4 		$155K Sell
2,310
-204
-8% -$14.1K 0.1% 143
2014
Q3 		$191K Buy
2,514
+175
+7% +$14K 0.12% 125
2014
Q2 		$193K Hold
2,339
– – 0.12% 126
2014
Q1 		$171K Hold
2,339
– – 0.11% 133
2013
Q4 		$167K Hold
2,339
– – 0.1% 135
2013
Q3 		$154K Buy
2,339
+173
+8% +$11.3K 0.12% 128
2013
Q2 		$138K Buy
+2,166
New +$143K 0.1% 131

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

TCI Wealth Advisors's RDS.A Position: Q1 2022 in Review

TCI Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 550 shares — an estimated $24K sold.

TCI Wealth Advisors first reported a position in RDS.A in Q2 2013 and held it in 35 quarters. The position peaked at $252K in Q1 2015. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • TCI Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 550 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $24K.
  • TCI Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 35 quarters.
  • TCI Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $252K in Q1 2015.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.