AWA
RDS.B

Arete Wealth Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Arete Wealth 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
-5,102
Closed -$221K – 563
2021
Q4 		$221K Buy
+5,102
New +$230K 0.02% 453

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

Arete Wealth Advisors's RDS.B Position: Q1 2022 in Review

Arete Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 5,102 shares — an estimated $221K sold.

Arete Wealth Advisors first reported a position in RDS.B in Q4 2021 and held it in 1 quarter. The position peaked at $221K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Arete Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,102 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $221K.
  • Arete Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2021 and held it in 1 quarter.
  • Arete Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $221K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Arete Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.