V
RDS.A

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

Veritable’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
Q3 		– Sell
-10,000
Closed -$327K – 797
2020
Q2 		$327K Buy
+10,000
New +$343K 0.01% 577

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 $824M AUM 78.19% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 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 $3.29B AUM 4.86% 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

Veritable's RDS.A Position: Q1 2022 in Review

Veritable sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 30,081 shares — an estimated $1.31M sold.

Veritable first reported a position in RDS.A in Q2 2013 and held it in 35 quarters. The position peaked at $11.5M in Q2 2014. 16 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Veritable reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Veritable sold 30,081 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $1.31M.
  • Veritable first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 35 quarters.
  • Veritable's Royal Dutch Shell PLC ADS Class A position peaked at $11.5M in Q2 2014.
  • 16 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Veritable's 13F filing for Q1 2022, filed 11 May 2022.