AIM
RDS.B

Anchor Investment Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Anchor Investment 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
-6,658
Closed -$289K – 1057
2021
Q4 		$289K Hold
6,658
– – 0.04% 328
2021
Q3 		$295K Sell
6,658
-100
-1% -$3.96K 0.04% 303
2021
Q2 		$262K Sell
6,758
-125
-2% -$4.71K 0.04% 320
2021
Q1 		$254K Sell
6,883
-300
-4% -$11.5K 0.04% 306
2020
Q4 		$241K Sell
7,183
-200
-3% -$5.95K 0.04% 271
2020
Q3 		$179K Sell
7,383
-1,200
-14% -$34.4K 0.04% 297
2020
Q2 		$261K Sell
8,583
-610
-7% -$19.9K 0.06% 222
2020
Q1 		$300K Sell
9,193
-425
-4% -$19.9K 0.08% 193
2019
Q4 		$577K Sell
9,618
-2,225
-19% -$131K 0.12% 162
2019
Q3 		$709K Sell
11,843
-1,215
-9% -$72.5K 0.16% 142
2019
Q2 		$858K Sell
13,058
-800
-6% -$52K 0.2% 128
2019
Q1 		$886K Sell
13,858
-125
-0.9% -$7.9K 0.22% 125
2018
Q4 		$838K Sell
13,983
-100
-0.7% -$6.39K 0.24% 115
2018
Q3 		$999K Sell
14,083
-95
-0.7% -$6.58K 0.23% 120
2018
Q2 		$1.03M Buy
14,178
+20
+0.1% +$1.44K 0.25% 109
2018
Q1 		$928K Sell
14,158
-260
-2% -$17.5K 0.24% 113
2017
Q4 		$985K Buy
14,418
+670
+5% +$43.4K 0.26% 103
2017
Q3 		$860K Buy
13,748
+2,365
+21% +$136K 0.25% 104
2017
Q2 		$620K Sell
11,383
-300
-3% -$16.7K 0.21% 112
2017
Q1 		$652K Buy
11,683
+350
+3% +$19.9K 0.22% 110
2016
Q4 		$657K Sell
11,333
-550
-5% -$30.1K 0.25% 103
2016
Q3 		$628K Sell
11,883
-400
-3% -$21.4K 0.24% 104
2016
Q2 		$688K Sell
12,283
-2,300
-16% -$118K 0.27% 96
2016
Q1 		$717K Buy
+14,583
New +$655K 0.29% 92

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

Anchor Investment Management's RDS.B Position: Q1 2022 in Review

Anchor Investment Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 6,658 shares — an estimated $289K sold.

Anchor Investment Management first reported a position in RDS.B in Q1 2016 and held it in 24 quarters. The position peaked at $1.03M in Q2 2018. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Anchor Investment Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Anchor Investment Management sold 6,658 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $289K.
  • Anchor Investment Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2016 and held it in 24 quarters.
  • Anchor Investment Management's Royal Dutch Shell PLC ADS Class B position peaked at $1.03M in Q2 2018.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Anchor Investment Management's 13F filing for Q1 2022, filed 2 Jan 2024.