WANY
RDS.A

Wealthspire Advisors (New York)’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Wealthspire Advisors (New York)’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
-7,039
Closed -$305K – 569
2021
Q4 		$305K Buy
7,039
+1,722
+32% +$77.7K 0.01% 415
2021
Q3 		$237K Buy
+5,317
New +$215K ﹤0.01% 512
2021
Q2 		– Sell
-6,220
Closed -$244K – 706
2021
Q1 		$244K Buy
+6,220
New +$250K 0.01% 620
2020
Q2 		– Sell
-8,432
Closed -$294K – 561
2020
Q1 		$294K Buy
8,432
+3,505
+71% +$164K 0.01% 388
2019
Q4 		$291K Buy
4,927
+1,052
+27% +$61.4K 0.02% 153
2019
Q3 		$228K Buy
+3,875
New +$230K 0.02% 145
2019
Q1 		– Sell
-106
Closed -$6K – 876
2018
Q4 		$6K Buy
+106
New +$6.57K ﹤0.01% 630

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

Wealthspire Advisors (New York)'s RDS.A Position: Q1 2022 in Review

Wealthspire Advisors (New York) sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 7,039 shares — an estimated $305K sold.

Wealthspire Advisors (New York) first reported a position in RDS.A in Q4 2018 and held it in 7 quarters. The position peaked at $305K in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Wealthspire Advisors (New York) reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 7,039 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $305K.
  • Wealthspire Advisors (New York) first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 7 quarters.
  • Wealthspire Advisors (New York)'s Royal Dutch Shell PLC ADS Class A position peaked at $305K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2022, filed 9 May 2022.