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RDS.B

Atria Investments’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Atria Investments’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
-65,245
Closed -$2.83M – 939
2021
Q4 		$2.83M Sell
65,245
-5,296
-8% -$239K 0.05% 430
2021
Q3 		$3.12M Buy
70,541
+10,411
+17% +$412K 0.06% 377
2021
Q2 		$2.33M Buy
60,130
+4,897
+9% +$184K 0.05% 444
2021
Q1 		$2.03M Buy
55,233
+5,201
+10% +$199K 0.05% 446
2020
Q4 		$1.68M Buy
+50,032
New +$1.49M 0.04% 480
2020
Q1 		– Sell
-38,705
Closed -$2.32M – 1258
2019
Q4 		$2.32M Buy
+38,705
New +$2.28M 0.06% 263
2019
Q3 		– Sell
-19,516
Closed -$1.11M – 1001
2019
Q2 		$1.11M Sell
19,516
-72
-0.4% -$4.68K 0.04% 385
2019
Q1 		$1.25M Sell
19,588
-8,498
-30% -$537K 0.05% 301
2018
Q4 		$1.68M Sell
28,086
-4,213
-13% -$269K 0.07% 202
2018
Q3 		$2.29M Buy
32,299
+1,170
+4% +$81K 0.09% 198
2018
Q2 		$2.26M Sell
31,129
-453
-1% -$32.6K 0.1% 211
2018
Q1 		$2.07M Buy
31,582
+1,867
+6% +$126K 0.1% 215
2017
Q4 		$2.03M Buy
29,715
+5,868
+25% +$380K 0.1% 210
2017
Q3 		$1.49M Sell
23,847
-2,717
-10% -$156K 0.08% 238
2017
Q2 		$1.45M Buy
26,564
+1,264
+5% +$70.4K 0.09% 231
2017
Q1 		$1.41M Buy
25,300
+691
+3% +$39.2K 0.09% 219
2016
Q4 		$1.43M Buy
24,609
+5,797
+31% +$317K 0.11% 195
2016
Q3 		$994K Buy
18,812
+8,960
+91% +$480K 0.09% 190
2016
Q2 		$550K Buy
9,852
+1,012
+11% +$52.1K 0.06% 247
2016
Q1 		$435K Buy
+8,840
New +$397K 0.05% 279
2013
Q3 		– Sell
-5,684
Closed -$377K – 476
2013
Q2 		$377K Buy
+5,684
New +$388K 0.05% 243

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

Atria Investments's RDS.B Position: Q1 2022 in Review

Atria Investments sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 65,245 shares — an estimated $2.83M sold.

Atria Investments first reported a position in RDS.B in Q2 2013 and held it in 21 quarters. The position peaked at $3.12M in Q3 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Atria Investments reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Atria Investments sold 65,245 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $2.83M.
  • Atria Investments first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and held it in 21 quarters.
  • Atria Investments's Royal Dutch Shell PLC ADS Class B position peaked at $3.12M in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Atria Investments's 13F filing for Q1 2022, filed 2 May 2022.