WP
RDS.A

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

WealthPLAN 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
Q4 		– Sell
-4,701
Closed -$209K – 399
2021
Q3 		$209K Sell
4,701
-188
-4% -$7.58K 0.01% 359
2021
Q2 		$205K Buy
+4,889
New +$194K 0.01% 344
2020
Q1 		– Sell
-6,073
Closed -$320K – 291
2019
Q4 		$320K Sell
6,073
-1,416
-19% -$82.7K 0.04% 194
2019
Q3 		$452K Sell
7,489
-707
-9% -$42K 0.06% 159
2019
Q2 		$473K Sell
8,196
-762
-9% -$48.7K 0.07% 151
2019
Q1 		$581K Sell
8,958
-40
-0.4% -$2.47K 0.09% 150
2018
Q4 		$563K Sell
8,998
-1,799
-17% -$112K 0.09% 138
2018
Q3 		$647K Sell
10,797
-2,815
-21% -$188K 0.12% 125
2018
Q2 		$943K Buy
13,612
+1,080
+9% +$74.8K 0.19% 101
2018
Q1 		$799K Buy
+12,532
New +$825K 0.18% 106
2017
Q2 		– Sell
-102
Closed -$5.26K – 456
2017
Q1 		$5.26K Buy
+102
New +$5.32K 0.02% 344
2016
Q3 		$27.7K Sell
566
-423
-43% -$20.7K 0.01% 421
2016
Q2 		$28.5K Buy
+989
New +$47.7K ﹤0.01% 1194
2015
Q4 		$27.2K Buy
+1,851
New +$88.1K ﹤0.01% 798
2015
Q2 		$92K Sell
1,706
-734
-30% -$42.1K 0.04% 131
2015
Q1 		$136K Buy
+2,440
New +$145K 0.06% 147

Other funds holding RDS.A

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthPLAN Partners's RDS.A Position: Q4 2021 in Review

WealthPLAN Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2021, closing a stake of 4,701 shares — an estimated $209K sold.

WealthPLAN Partners first reported a position in RDS.A in Q1 2015 and held it in 16 quarters. The position peaked at $943K in Q2 2018. 770 funds tracked by Wall St. Rank hold RDS.A as of Q4 2021.

  • WealthPLAN Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2021 after selling out during the quarter.
  • WealthPLAN Partners sold 4,701 Royal Dutch Shell PLC ADS Class A shares in Q4 2021, an estimated $209K.
  • WealthPLAN Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2015 and held it in 16 quarters.
  • WealthPLAN Partners's Royal Dutch Shell PLC ADS Class A position peaked at $943K in Q2 2018.
  • 770 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2021.

Based on WealthPLAN Partners's 13F filing for Q4 2021, filed 1 Feb 2022.