AWM
RDS.B

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

Altium 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
-4,688
Closed -$203K – 404
2021
Q4 		$203K Sell
4,688
-10
-0.2% -$451 0.01% 367
2021
Q3 		$208K Buy
+4,698
New +$186K 0.01% 355
2021
Q2 		– Sell
-6,088
Closed -$224K – 387
2021
Q1 		$224K Sell
6,088
-472
-7% -$18K 0.02% 339
2020
Q4 		$220K Sell
6,560
-6,978
-52% -$208K 0.02% 321
2020
Q3 		$328K Sell
13,538
-562
-4% -$16.1K 0.03% 249
2020
Q2 		$429K Buy
14,100
+4,549
+48% +$149K 0.05% 205
2020
Q1 		$312K Buy
+9,551
New +$448K 0.04% 204
2019
Q2 		– Sell
-3,280
Closed -$210K – 298
2019
Q1 		$210K Sell
3,280
-82
-2% -$5.18K 0.03% 257
2018
Q4 		$202K Sell
3,362
-1,281
-28% -$81.8K 0.04% 242
2018
Q3 		$329K Sell
4,643
-774
-14% -$53.6K 0.06% 209
2018
Q2 		$394K Buy
+5,417
New +$390K 0.11% 141

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

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

Altium Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 4,688 shares — an estimated $203K sold.

Altium Wealth Management first reported a position in RDS.B in Q2 2018 and held it in 11 quarters. The position peaked at $429K in Q2 2020. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Altium Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Altium Wealth Management sold 4,688 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $203K.
  • Altium Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2018 and held it in 11 quarters.
  • Altium Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $429K in Q2 2020.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Altium Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.