VFA
RDS.A

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

Valeo Financial 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
2020
Q2 		– Sell
-1,000
Closed -$38K – 2205
2020
Q1 		$38K Buy
+1,000
New +$46.7K ﹤0.01% 692

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 $363M AUM 65.91% 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 $238M AUM 26.75% 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

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

Valeo Financial Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 20,118 shares — an estimated $873K sold.

Valeo Financial Advisors first reported a position in RDS.A in Q3 2017 and held it in 18 quarters. The position peaked at $1.64M in Q1 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Valeo Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 20,118 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $873K.
  • Valeo Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2017 and held it in 18 quarters.
  • Valeo Financial Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $1.64M in Q1 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Valeo Financial Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.