WAL
RDS.A

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

W Advisors LLC’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
-9,864
Closed -$428K – 120
2021
Q4 		$428K Buy
+9,864
New +$445K 0.32% 69

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

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

W Advisors LLC sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 9,864 shares — an estimated $428K sold.

W Advisors LLC first reported a position in RDS.A in Q4 2021 and held it in 1 quarter. The position peaked at $428K in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • W Advisors LLC reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • W Advisors LLC sold 9,864 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $428K.
  • W Advisors LLC first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2021 and held it in 1 quarter.
  • W Advisors LLC's Royal Dutch Shell PLC ADS Class A position peaked at $428K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on W Advisors LLC's 13F filing for Q1 2022, filed 26 Aug 2022.