APWM
RDS.B

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

Atlas Private 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
-11,147
Closed -$483K – 132
2021
Q4 		$483K Buy
11,147
+304
+3% +$13.7K 0.27% 93
2021
Q3 		$480K Buy
10,843
+2,647
+32% +$105K 0.29% 86
2021
Q2 		$318K Buy
8,196
+902
+12% +$34K 0.2% 102
2021
Q1 		$269K Buy
7,294
+1,065
+17% +$40.7K 0.17% 108
2020
Q4 		$209K Sell
6,229
-770
-11% -$22.9K 0.15% 112
2020
Q3 		$170K Buy
6,999
+4,044
+137% +$116K 0.13% 115
2020
Q2 		$90K Hold
2,955
– – 0.07% 157
2020
Q1 		$97K Buy
2,955
+190
+7% +$8.9K 0.09% 146
2019
Q4 		$166K Buy
+2,765
New +$163K 0.13% 134

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

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

Atlas Private Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 11,147 shares — an estimated $483K sold.

Atlas Private Wealth Management first reported a position in RDS.B in Q4 2019 and held it in 9 quarters. The position peaked at $483K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Atlas Private Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Atlas Private Wealth Management sold 11,147 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $483K.
  • Atlas Private Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2019 and held it in 9 quarters.
  • Atlas Private Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $483K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Atlas Private Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.