WQ
RDS.A

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

Wealth Quarterback’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
2021
Q3 		$64K Buy
1,419
+14
+1% +$565 0.04% 200
2021
Q2 		$57K Buy
+1,405
New +$55.9K 0.03% 222
2020
Q2 		– Sell
-1,389
Closed -$45.8K – 874
2020
Q1 		$45.8K Sell
1,389
-16,917
-92% -$790K 0.04% 241
2019
Q4 		$79.8K Buy
+18,306
New +$1.07M 0.07% 179

Other funds holding RDS.A

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealth Quarterback's RDS.A Position: Q3 2021 in Review

Wealth Quarterback increased its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 1% in Q3 2021, buying an estimated $565 and bringing the position to 1,419 shares worth $64K. The position accounts for 0.04% of the portfolio, ranked #200.

Wealth Quarterback first reported a position in RDS.A in Q4 2019 and has held it in 4 quarters since. The position peaked at $79.8K in Q4 2019. 784 funds tracked by Wall St. Rank hold RDS.A as of Q3 2021.

  • Wealth Quarterback held 1,419 shares of Royal Dutch Shell PLC ADS Class A worth $64K as of Q3 2021.
  • Wealth Quarterback bought 14 Royal Dutch Shell PLC ADS Class A shares in Q3 2021, an estimated $565.
  • Royal Dutch Shell PLC ADS Class A made up 0.04% of Wealth Quarterback's portfolio in Q3 2021, its #200 holding.
  • Wealth Quarterback first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Royal Dutch Shell PLC ADS Class A position peaked at $79.8K in Q4 2019.
  • 784 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.