VPIM
RDS.A

Vanguard Personalized Indexing Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Vanguard Personalized Indexing 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
-9,781
Closed -$425K – 1249
2021
Q4 		$425K Buy
9,781
+318
+3% +$14.4K 0.03% 754
2021
Q3 		$422K Buy
9,463
+613
+7% +$24.7K 0.04% 610
2021
Q2 		$358K Sell
8,850
-1,018
-10% -$40.5K 0.04% 657
2021
Q1 		$387K Sell
9,868
-1,273
-11% -$51.2K 0.06% 408
2020
Q4 		$391K Buy
+11,141
New +$348K 0.09% 277
2020
Q3 		– Sell
-10,647
Closed -$348K – 476
2020
Q2 		$348K Buy
10,647
+4,386
+70% +$150K 0.16% 165
2020
Q1 		$218K Buy
+6,261
New +$292K 0.13% 209

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

Vanguard Personalized Indexing Management's RDS.A Position: Q1 2022 in Review

Vanguard Personalized Indexing Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 9,781 shares — an estimated $425K sold.

Vanguard Personalized Indexing Management first reported a position in RDS.A in Q1 2020 and held it in 7 quarters. The position peaked at $425K in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Vanguard Personalized Indexing Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 9,781 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $425K.
  • Vanguard Personalized Indexing Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2020 and held it in 7 quarters.
  • Vanguard Personalized Indexing Management's Royal Dutch Shell PLC ADS Class A position peaked at $425K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2022, filed 16 May 2022.