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

Arkadios 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
2021 Q4	–	Sell	-5,865	Closed	-$259K	–	1944
2021 Q3	$259K	Sell	5,865 -1,117	-16%	-$44.2K	0.04%	440
2021 Q2	$271K	Buy	6,982 +1,128	+19%	+$42.5K	0.03%	468
2021 Q1	$215K	Buy	5,854 +1,371	+31%	+$52.3K	0.04%	399
2020 Q4	$150K	Buy	+4,483	New	+$133K	0.03%	367
2020 Q2	–	Sell	-489	Closed	-$16K	–	1187
2020 Q1	$16K	Sell	489 -33	-6%	-$1.55K	0.01%	533
2019 Q4	$27K	Buy	+522	New	+$30.7K	0.02%	405

Other funds holding RDS.B

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arkadios Wealth Advisors's RDS.B Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2021, closing a stake of 5,865 shares — an estimated $259K sold.

Arkadios Wealth Advisors first reported a position in RDS.B in Q4 2019 and held it in 6 quarters. The position peaked at $271K in Q2 2021. 566 funds tracked by Wall St. Rank hold RDS.B as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 5,865 Royal Dutch Shell PLC ADS Class B shares in Q4 2021, an estimated $259K.
Arkadios Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2019 and held it in 6 quarters.
Arkadios Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $271K in Q2 2021.
566 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.