WAP
RDS.A

Wealthcare Advisory Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-5,279
Closed -$213K – 592
2021
Q2 		$213K Buy
5,279
+926
+21% +$36.8K 0.01% 511
2021
Q1 		$171K Buy
+4,353
New +$175K 0.01% 518
2020
Q2 		– Sell
-188
Closed -$7K – 1489
2020
Q1 		$7K Sell
188
-700
-79% -$32.7K ﹤0.01% 1034
2019
Q4 		$52K Sell
888
-1,999
-69% -$117K 0.01% 539
2019
Q3 		$170K Sell
2,887
-535
-16% -$31.8K 0.02% 299
2019
Q2 		$223K Buy
3,422
+2,250
+192% +$144K 0.04% 256
2019
Q1 		$73K Sell
1,172
-600
-34% -$37.1K 0.01% 401
2018
Q4 		$103K Buy
1,772
+825
+87% +$51.2K 0.02% 305
2018
Q3 		$65K Buy
947
+113
+14% +$7.55K 0.01% 418
2018
Q2 		$58K Buy
834
+185
+29% +$12.8K 0.01% 440
2018
Q1 		$41K Buy
649
+469
+261% +$30.9K 0.01% 437
2017
Q4 		$12K Buy
180
+116
+181% +$7.31K ﹤0.01% 648
2017
Q3 		$4K Buy
+64
New +$3.58K ﹤0.01% 698

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

Wealthcare Advisory Partners's RDS.A Position: Q3 2021 in Review

Wealthcare Advisory Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2021, closing a stake of 5,279 shares — an estimated $213K sold.

Wealthcare Advisory Partners first reported a position in RDS.A in Q3 2017 and held it in 13 quarters. The position peaked at $223K in Q2 2019. 784 funds tracked by Wall St. Rank hold RDS.A as of Q3 2021.

  • Wealthcare Advisory Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 5,279 Royal Dutch Shell PLC ADS Class A shares in Q3 2021, an estimated $213K.
  • Wealthcare Advisory Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2017 and held it in 13 quarters.
  • Wealthcare Advisory Partners's Royal Dutch Shell PLC ADS Class A position peaked at $223K in Q2 2019.
  • 784 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2021, filed 15 Nov 2021.