AW
RDS.B

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

Avion Wealth’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
-1,917
Closed -$83K – 443
2021
Q4 		$83K Buy
1,917
+2
+0.1% +$90 0.02% 93
2021
Q3 		$85K Buy
1,915
+176
+10% +$6.97K 0.03% 88
2021
Q2 		$68K Sell
1,739
-1,148
-40% -$43.2K 0.02% 112
2021
Q1 		$106K Hold
2,887
– – 0.04% 68
2020
Q4 		$97K Hold
2,887
– – 0.03% 73
2020
Q3 		$70K Hold
2,887
– – 0.02% 76
2020
Q2 		$88K Buy
+2,887
New +$94.4K 0.03% 63

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

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

Avion Wealth sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 1,917 shares — an estimated $83K sold.

Avion Wealth first reported a position in RDS.B in Q2 2020 and held it in 7 quarters. The position peaked at $106K in Q1 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Avion Wealth reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Avion Wealth sold 1,917 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $83K.
  • Avion Wealth first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2020 and held it in 7 quarters.
  • Avion Wealth's Royal Dutch Shell PLC ADS Class B position peaked at $106K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Avion Wealth's 13F filing for Q1 2022, filed 4 May 2022.