WDL
RDS.A

Well Done LLC’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Well Done 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
-6,821
Closed -$296K – 206
2021
Q4 		$296K Buy
6,821
+938
+16% +$42.4K 0.06% 141
2021
Q3 		$262K Buy
5,883
+2
+0% +$81 0.06% 147
2021
Q2 		$238K Hold
5,881
– – 0.05% 153
2021
Q1 		$231K Hold
5,881
– – 0.05% 151
2020
Q4 		$207K Buy
+5,881
New +$184K 0.05% 144
2020
Q3 		– Sell
-7,598
Closed -$248K – 154
2020
Q2 		$248K Sell
7,598
-652
-8% -$22.4K 0.07% 128
2020
Q1 		$288K Sell
8,250
-905
-10% -$42.3K 0.09% 106
2019
Q4 		$540K Sell
9,155
-608
-6% -$35.5K 0.13% 94
2019
Q3 		$575K Buy
9,763
+263
+3% +$15.6K 0.14% 90
2019
Q2 		$618K Hold
9,500
– – 0.14% 86
2019
Q1 		$595K Buy
9,500
+20
+0.2% +$1.24K 0.15% 82
2018
Q4 		$552K Buy
9,480
+720
+8% +$44.7K 0.15% 78
2018
Q3 		$597K Hold
8,760
– – 0.17% 74
2018
Q2 		$606K Buy
8,760
+459
+6% +$31.8K 0.18% 70
2018
Q1 		$530K Buy
8,301
+345
+4% +$22.7K 0.16% 63
2017
Q4 		$531K Sell
7,956
-696
-8% -$43.9K 0.17% 65
2017
Q3 		$524K Buy
8,652
+1,560
+22% +$87.2K 0.16% 76
2017
Q2 		$377K Hold
7,092
– – 0.13% 71
2017
Q1 		$374K Sell
7,092
-424
-6% -$22.7K 0.13% 73
2016
Q4 		$409K Hold
7,516
– – 0.15% 65
2016
Q3 		$340 Buy
7,516
+128
+2% +$6.53K 0.12% 67
2016
Q2 		$408K Hold
7,388
– – 0.15% 61
2016
Q1 		$358K Buy
7,388
+141
+2% +$6.3K 0.13% 60
2015
Q4 		$332K Buy
+7,247
New +$364K 0.12% 60

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

Well Done LLC's RDS.A Position: Q1 2022 in Review

Well Done LLC sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 6,821 shares — an estimated $296K sold.

Well Done LLC first reported a position in RDS.A in Q4 2015 and held it in 24 quarters. The position peaked at $618K in Q2 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Well Done LLC reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Well Done LLC sold 6,821 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $296K.
  • Well Done LLC first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2015 and held it in 24 quarters.
  • Well Done LLC's Royal Dutch Shell PLC ADS Class A position peaked at $618K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Well Done LLC's 13F filing for Q1 2022, filed 20 Apr 2022.