TWM
RDS.A

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

Tradition 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
-2,225
Closed -$97K – 1218
2021
Q4 		$97K Hold
2,225
– – 0.01% 407
2021
Q3 		$99K Buy
2,225
+175
+9% +$7.06K 0.01% 374
2021
Q2 		$83K Hold
2,050
– – 0.01% 425
2021
Q1 		$80K Hold
2,050
– – 0.01% 352
2020
Q4 		$72K Buy
+2,050
New +$64K 0.01% 340

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

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

Tradition Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 2,225 shares — an estimated $97K sold.

Tradition Wealth Management first reported a position in RDS.A in Q4 2020 and held it in 5 quarters. The position peaked at $99K in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Tradition Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 2,225 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $97K.
  • Tradition Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2020 and held it in 5 quarters.
  • Tradition Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $99K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Tradition Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.