HVIA
RDS.A

Hudson Valley Investment Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Hudson Valley Investment 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
-6,130
Closed -$266K – 226
2021
Q4 		$266K Sell
6,130
-100
-2% -$4.51K 0.04% 164
2021
Q3 		$278K Sell
6,230
-194
-3% -$7.83K 0.05% 160
2021
Q2 		$260K Sell
6,424
-2,050
-24% -$81.5K 0.05% 153
2021
Q1 		$332K Sell
8,474
-165
-2% -$6.64K 0.06% 135
2020
Q4 		$304K Buy
8,639
+659
+8% +$20.6K 0.06% 136
2020
Q3 		$201K Sell
7,980
-100
-1% -$3.03K 0.04% 144
2020
Q2 		$264K Sell
8,080
-50
-0.6% -$1.72K 0.06% 130
2020
Q1 		$284K Buy
8,130
+850
+12% +$39.7K 0.08% 122
2019
Q4 		$429K Sell
7,280
-300
-4% -$17.5K 0.09% 115
2019
Q3 		$446K Sell
7,580
-275
-4% -$16.3K 0.1% 112
2019
Q2 		$511K Sell
7,855
-35
-0.4% -$2.24K 0.12% 117
2019
Q1 		$494K Sell
7,890
-1,630
-17% -$101K 0.12% 109
2018
Q4 		$555K Buy
9,520
+1,380
+17% +$85.6K 0.13% 109
2018
Q3 		$555K Sell
8,140
-225
-3% -$15K 0.13% 108
2018
Q2 		$579K Sell
8,365
-150
-2% -$10.4K 0.14% 102
2018
Q1 		$543K Sell
8,515
-483
-5% -$31.8K 0.14% 107
2017
Q4 		$600K Buy
8,998
+83
+0.9% +$5.23K 0.15% 105
2017
Q3 		$540K Sell
8,915
-115
-1% -$6.43K 0.14% 110
2017
Q2 		$480K Buy
9,030
+843
+10% +$44.8K 0.13% 109
2017
Q1 		$424K Sell
8,187
-148
-2% -$7.72K 0.12% 114
2016
Q4 		$438K Buy
8,335
+570
+7% +$28.4K 0.13% 113
2016
Q3 		$376K Sell
7,765
-488
-6% -$23.9K 0.12% 117
2016
Q2 		$432K Sell
8,253
-2,268
-22% -$109K 0.14% 108
2016
Q1 		$483K Sell
10,521
-633
-6% -$26.8K 0.16% 103
2015
Q4 		$484K Sell
11,154
-2,605
-19% -$124K 0.15% 113
2015
Q3 		$618K Sell
13,759
-11,416
-45% -$580K 0.2% 99
2015
Q2 		$1.36M Sell
25,175
-8,275
-25% -$474K 0.42% 63
2015
Q1 		$1.86M Buy
33,450
+1,960
+6% +$116K 0.63% 53
2014
Q4 		$1.97M Buy
31,490
+1,759
+6% +$114K 0.81% 46
2014
Q3 		$2.11M Buy
29,731
+1,365
+5% +$102K 0.9% 43
2014
Q2 		$2.18M Sell
28,366
-3,483
-11% -$254K 0.95% 39
2014
Q1 		$2.17M Buy
31,849
+870
+3% +$58.1K 0.93% 40
2013
Q4 		$2.06M Buy
30,979
+2,296
+8% +$144K 0.91% 42
2013
Q3 		$1.76M Buy
28,683
+4,187
+17% +$256K 0.86% 42
2013
Q2 		$1.46M Buy
+24,496
New +$1.51M 0.7% 47

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 $363M AUM 65.91% 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 $238M AUM 26.75% 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

Hudson Valley Investment Advisors's RDS.A Position: Q1 2022 in Review

Hudson Valley Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 6,130 shares — an estimated $266K sold.

Hudson Valley Investment Advisors first reported a position in RDS.A in Q2 2013 and held it in 35 quarters. The position peaked at $2.18M in Q2 2014. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Hudson Valley Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 6,130 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $266K.
  • Hudson Valley Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 35 quarters.
  • Hudson Valley Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $2.18M in Q2 2014.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.