AWM
RDS.B

Accel Wealth Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Accel Wealth Management’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
-200
Closed -$9K – 983
2021
Q4 		$9K Buy
+200
New +$9.02K ﹤0.01% 737
2021
Q3 		– Sell
-200
Closed -$8K – 901
2021
Q2 		$8K Hold
200
– – 0.01% 737
2021
Q1 		$7K Hold
200
– – 0.01% 715
2020
Q4 		$7K Buy
+200
New +$5.95K 0.01% 682

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

Accel Wealth Management's RDS.B Position: Q1 2022 in Review

Accel Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 200 shares — an estimated $9K sold.

Accel Wealth Management first reported a position in RDS.B in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Accel Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Accel Wealth Management sold 200 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $9K.
  • Accel Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2020 and held it in 4 quarters.
  • Accel Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $9K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Accel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.