WFI
RDS.A

West Family Investments’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

West Family Investments’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
-20,242
Closed -$879K – 359
2021
Q4 		$879K Sell
20,242
-912
-4% -$41.2K 0.24% 76
2021
Q3 		$943K Buy
21,154
+6,107
+41% +$246K 0.24% 75
2021
Q2 		$608K Buy
+15,047
New +$598K 0.16% 104

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 $363M AUM 65.91% 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 $238M AUM 26.75% 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

West Family Investments's RDS.A Position: Q1 2022 in Review

West Family Investments sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 20,242 shares — an estimated $879K sold.

West Family Investments first reported a position in RDS.A in Q2 2021 and held it in 3 quarters. The position peaked at $943K in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • West Family Investments reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • West Family Investments sold 20,242 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $879K.
  • West Family Investments first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2021 and held it in 3 quarters.
  • West Family Investments's Royal Dutch Shell PLC ADS Class A position peaked at $943K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on West Family Investments's 13F filing for Q1 2022, filed 13 May 2022.