AIA
RDS.B

Allied Investment Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Allied Investment Advisors’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
-162,357
Closed -$7.04M – 64
2021
Q4 		$7.04M Buy
162,357
+4,909
+3% +$221K 2.41% 22
2021
Q3 		$6.97M Buy
157,448
+2,981
+2% +$118K 2.64% 15
2021
Q2 		$6M Buy
154,467
+10,831
+8% +$408K 2.26% 25
2021
Q1 		$5.29M Buy
143,636
+6,290
+5% +$240K 2.27% 28
2020
Q4 		$4.62M Buy
137,346
+2,692
+2% +$80.1K 2.22% 25
2020
Q3 		$3.26M Sell
134,654
-2,356
-2% -$67.5K 1.75% 30
2020
Q2 		$4.17M Buy
137,010
+31,918
+30% +$1.04M 2.4% 25
2020
Q1 		$3.43M Buy
+105,092
New +$4.93M 2.48% 22

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

Allied Investment Advisors's RDS.B Position: Q1 2022 in Review

Allied Investment Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 162,357 shares — an estimated $7.04M sold.

Allied Investment Advisors first reported a position in RDS.B in Q1 2020 and held it in 8 quarters. The position peaked at $7.04M in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Allied Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Allied Investment Advisors sold 162,357 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $7.04M.
  • Allied Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2020 and held it in 8 quarters.
  • Allied Investment Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $7.04M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Allied Investment Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.