HWA
RDS.A

HHM Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

HHM Wealth Advisors’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
-300
Closed -$13K – 772
2021
Q4 		$13K Hold
300
– – ﹤0.01% 492
2021
Q3 		$13K Hold
300
– – ﹤0.01% 470
2021
Q2 		$12K Hold
300
– – ﹤0.01% 462
2021
Q1 		$12K Hold
300
– – ﹤0.01% 438
2020
Q4 		$11K Sell
300
-400
-57% -$12.5K ﹤0.01% 415
2020
Q3 		$18K Hold
700
– – 0.01% 329
2020
Q2 		$23K Hold
700
– – 0.01% 296
2020
Q1 		$24K Buy
+700
New +$32.7K 0.01% 281

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

HHM Wealth Advisors's RDS.A Position: Q1 2022 in Review

HHM Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 300 shares — an estimated $13K sold.

HHM Wealth Advisors first reported a position in RDS.A in Q1 2020 and held it in 8 quarters. The position peaked at $24K in Q1 2020. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • HHM Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 300 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $13K.
  • HHM Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2020 and held it in 8 quarters.
  • HHM Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $24K in Q1 2020.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on HHM Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.