TA
RDS.A

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

TruWealth 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
-229,337
Closed -$9.95M – 136
2021
Q4 		$9.95M Buy
229,337
+11,982
+6% +$541K 1.01% 30
2021
Q3 		$9.69M Buy
217,355
+15,253
+8% +$615K 1.08% 26
2021
Q2 		$8.16M Buy
202,102
+21,055
+12% +$837K 0.96% 30
2021
Q1 		$7.1M Buy
181,047
+4,253
+2% +$171K 0.96% 30
2020
Q4 		$6.21M Buy
+176,794
New +$5.52M 0.93% 32

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

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

TruWealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 229,337 shares — an estimated $9.95M sold.

TruWealth Advisors first reported a position in RDS.A in Q4 2020 and held it in 5 quarters. The position peaked at $9.95M in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • TruWealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • TruWealth Advisors sold 229,337 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $9.95M.
  • TruWealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2020 and held it in 5 quarters.
  • TruWealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $9.95M in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on TruWealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.