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

TRUE Private 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
2021 Q1	–	Sell	-650	Closed	-$22K	–	752
2020 Q4	$22K	Hold	650	–	–	﹤0.01%	437
2020 Q3	$16K	Hold	650	–	–	﹤0.01%	439
2020 Q2	$21K	Hold	650	–	–	﹤0.01%	409
2020 Q1	$22K	Sell	650 -3,045	-82%	-$142K	﹤0.01%	372
2019 Q4	$217K	Hold	3,695	–	–	0.03%	208
2019 Q3	$217K	Hold	3,695	–	–	0.04%	190
2019 Q2	$240K	Sell	3,695 -105	-3%	-$6.71K	0.04%	176
2019 Q1	$237K	Buy	3,800 +261	+7%	+$16.1K	0.05%	183
2018 Q4	$206K	Sell	3,539 -344	-9%	-$21.3K	0.04%	220
2018 Q3	$265K	Buy	3,883 +4	+0.1%	+$267	0.04%	232
2018 Q2	$268K	Buy	3,879 +4	+0.1%	+$277	0.04%	225
2018 Q1	$247K	Buy	3,875 +3	+0.1%	+$198	0.04%	204
2017 Q4	$258K	Buy	+3,872	New	+$244K	0.04%	192

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRUE Private Wealth Advisors's RDS.A Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2021, closing a stake of 650 shares — an estimated $22K sold.

TRUE Private Wealth Advisors first reported a position in RDS.A in Q4 2017 and held it in 13 quarters. The position peaked at $268K in Q2 2018. 772 funds tracked by Wall St. Rank hold RDS.A as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 650 Royal Dutch Shell PLC ADS Class A shares in Q1 2021, an estimated $22K.
TRUE Private Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 13 quarters.
TRUE Private Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $268K in Q2 2018.
772 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.