Boit C.F. David’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Boit C.F. David’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
2023 Q1	–	Sell	-2,000	Closed	-$114K	–	112
2022 Q4	$114K	Hold	2,000	–	–	0.08%	76
2022 Q3	$100K	Buy	+2,000	New	+$100K	0.08%	79
2022 Q1	$87K	Hold	2,000	–	–	0.06%	84
2021 Q4	$87K	Hold	2,000	–	–	0.06%	91
2021 Q3	$91K	Hold	2,000	–	–	0.06%	90
2021 Q2	$81K	Buy	+2,000	New	+$79.5K	0.06%	80

Other funds holding RDS.A

GCM

Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

CJL

Cyrus J. Lawrence New York $26.4M AUM 16.63% 1-Year Est. Return

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Boit C.F. David's RDS.A Position: Q1 2023 in Review

Boit C.F. David sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2023, closing a stake of 2,000 shares — an estimated $114K sold.

Boit C.F. David first reported a position in RDS.A in Q2 2021 and held it in 6 quarters. The position peaked at $114K in Q4 2022. 5 funds tracked by Wall St. Rank hold RDS.A as of Q1 2023.

Boit C.F. David reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2023 after selling out during the quarter.
Boit C.F. David sold 2,000 Royal Dutch Shell PLC ADS Class A shares in Q1 2023, an estimated $114K.
Boit C.F. David first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2021 and held it in 6 quarters.
Boit C.F. David's Royal Dutch Shell PLC ADS Class A position peaked at $114K in Q4 2022.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2023.

Based on Boit C.F. David's 13F filing for Q1 2023, filed 2 May 2023.