AAS
RDS.B

Avantax Advisory Services’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Avantax Advisory Services’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
-99,507
Closed -$4.31M – 1379
2021
Q4 		$4.31M Buy
99,507
+1,402
+1% +$63.2K 0.07% 224
2021
Q3 		$4.34M Sell
98,105
-6,593
-6% -$261K 0.07% 196
2021
Q2 		$4.07M Buy
104,698
+12,218
+13% +$460K 0.07% 198
2021
Q1 		$3.4M Buy
92,480
+15,133
+20% +$578K 0.07% 199
2020
Q4 		$2.6M Sell
77,347
-109,336
-59% -$3.25M 0.06% 217
2020
Q3 		$4.52M Buy
186,683
+116,091
+164% +$3.33M 0.07% 220
2020
Q2 		$2.15M Buy
70,592
+11,410
+19% +$373K 0.06% 209
2020
Q1 		$1.93M Buy
59,182
+11,789
+25% +$553K 0.06% 198
2019
Q4 		$2.84M Buy
47,393
+22,380
+89% +$1.32M 0.07% 168
2019
Q3 		$1.5M Buy
25,013
+4,961
+25% +$296K 0.06% 157
2019
Q2 		$1.32M Buy
20,052
+3,996
+25% +$260K 0.06% 161
2019
Q1 		$1.03M Buy
16,056
+4,991
+45% +$316K 0.05% 175
2018
Q4 		$663K Buy
+11,065
New +$707K 0.11% 179

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

Avantax Advisory Services's RDS.B Position: Q1 2022 in Review

Avantax Advisory Services sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 99,507 shares — an estimated $4.31M sold.

Avantax Advisory Services first reported a position in RDS.B in Q4 2018 and held it in 13 quarters. The position peaked at $4.52M in Q3 2020. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Avantax Advisory Services reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 99,507 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $4.31M.
  • Avantax Advisory Services first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2018 and held it in 13 quarters.
  • Avantax Advisory Services's Royal Dutch Shell PLC ADS Class B position peaked at $4.52M in Q3 2020.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Avantax Advisory Services's 13F filing for Q1 2022, filed 27 Apr 2022.