HIA
RDS.A

Harbor Investment Advisory’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Harbor Investment Advisory’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
-430
Closed -$19K – 1420
2021
Q4 		$19K Hold
430
– – ﹤0.01% 950
2021
Q3 		$19K Hold
430
– – ﹤0.01% 960
2021
Q2 		$17K Hold
430
– – ﹤0.01% 933
2021
Q1 		$17K Hold
430
– – ﹤0.01% 903
2020
Q4 		$15K Hold
430
– – ﹤0.01% 871
2020
Q3 		$11K Buy
430
+255
+146% +$7.71K ﹤0.01% 846
2020
Q2 		$6K Sell
175
-970
-85% -$33.3K ﹤0.01% 863
2020
Q1 		$40K Buy
1,145
+970
+554% +$45.3K 0.01% 448
2019
Q4 		$10K Buy
+175
New +$10.2K ﹤0.01% 645

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

Harbor Investment Advisory's RDS.A Position: Q1 2022 in Review

Harbor Investment Advisory sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 430 shares — an estimated $19K sold.

Harbor Investment Advisory first reported a position in RDS.A in Q4 2019 and held it in 9 quarters. The position peaked at $40K in Q1 2020. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Harbor Investment Advisory reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 430 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $19K.
  • Harbor Investment Advisory first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and held it in 9 quarters.
  • Harbor Investment Advisory's Royal Dutch Shell PLC ADS Class A position peaked at $40K in Q1 2020.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Harbor Investment Advisory's 13F filing for Q1 2022, filed 20 Apr 2022.