CHA
RDS.A

Carmichael Hill & Associates’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Carmichael Hill & Associates’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
-621
Closed -$27K – 851
2021
Q4 		$27K Hold
621
– – 0.01% 481
2021
Q3 		$28K Hold
621
– – 0.01% 477
2021
Q2 		$25K Buy
621
+200
+48% +$7.95K 0.01% 488
2021
Q1 		$17K Hold
421
– – 0.01% 523
2020
Q4 		$15K Sell
421
-190
-31% -$5.93K 0.01% 519
2020
Q3 		$15K Hold
611
– – 0.01% 474
2020
Q2 		$20K Sell
611
-1,200
-66% -$41.2K 0.01% 417
2020
Q1 		$63K Hold
1,811
– – 0.06% 231
2019
Q4 		$107K Buy
+1,811
New +$106K 0.08% 192

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

Carmichael Hill & Associates's RDS.A Position: Q1 2022 in Review

Carmichael Hill & Associates sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 621 shares — an estimated $27K sold.

Carmichael Hill & Associates first reported a position in RDS.A in Q4 2019 and held it in 9 quarters. The position peaked at $107K in Q4 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Carmichael Hill & Associates reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 621 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $27K.
  • Carmichael Hill & Associates first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and held it in 9 quarters.
  • Carmichael Hill & Associates's Royal Dutch Shell PLC ADS Class A position peaked at $107K in Q4 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Carmichael Hill & Associates's 13F filing for Q1 2022, filed 16 May 2022.