HIA
RDS.B

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

Harbor Investment Advisory’s Portfolio RDS.B Stock Details RDS.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,427
Closed -$105K – 1421
2021
Q4 		$105K Hold
2,427
– – 0.01% 523
2021
Q3 		$107K Sell
2,427
-513
-17% -$20.3K 0.01% 511
2021
Q2 		$114K Sell
2,940
-22
-0.7% -$828 0.02% 489
2021
Q1 		$109K Buy
2,962
+1,476
+99% +$56.3K 0.02% 464
2020
Q4 		$50K Hold
1,486
– – 0.01% 628
2020
Q3 		$36K Buy
1,486
+22
+2% +$630 0.01% 595
2020
Q2 		$45K Sell
1,464
-8,000
-85% -$262K 0.01% 464
2020
Q1 		$309K Buy
9,464
+5,464
+137% +$256K 0.08% 180
2019
Q4 		$240K Buy
+4,000
New +$235K 0.06% 232

Other funds holding RDS.B

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

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

Harbor Investment Advisory sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 2,427 shares — an estimated $105K sold.

Harbor Investment Advisory first reported a position in RDS.B in Q4 2019 and held it in 9 quarters. The position peaked at $309K in Q1 2020. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Harbor Investment Advisory reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 2,427 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $105K.
  • Harbor Investment Advisory first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2019 and held it in 9 quarters.
  • Harbor Investment Advisory's Royal Dutch Shell PLC ADS Class B position peaked at $309K in Q1 2020.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

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