AWM
RDS.B

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

Avior 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
-75
Closed -$3K – 1287
2021
Q4 		$3K Buy
75
+1
+1% +$45 ﹤0.01% 957
2021
Q3 		$3K Buy
74
+1
+1% +$40 ﹤0.01% 919
2021
Q2 		$2K Hold
73
– – ﹤0.01% 930
2021
Q1 		$2K Buy
73
+1
+1% +$38 ﹤0.01% 927
2020
Q4 		$2K Sell
72
-11
-13% -$327 ﹤0.01% 897
2020
Q3 		$2K Buy
83
+5
+6% +$143 ﹤0.01% 839
2020
Q2 		$2K Buy
78
+60
+333% +$1.96K ﹤0.01% 814
2020
Q1 		$0 Hold
18
– – ﹤0.01% 924
2019
Q4 		$1K Buy
18
+1
+6% +$59 ﹤0.01% 776
2019
Q3 		$1K Sell
17
-251
-94% -$15K ﹤0.01% 764
2019
Q2 		$18K Buy
268
+9
+3% +$585 ﹤0.01% 542
2019
Q1 		$16K Sell
259
-8
-3% -$506 ﹤0.01% 506
2018
Q4 		$16K Hold
267
– – ﹤0.01% 543
2018
Q3 		$19K Hold
267
– – ﹤0.01% 544
2018
Q2 		$19K Buy
267
+100
+60% +$7.2K ﹤0.01% 549
2018
Q1 		$11K Sell
167
-50
-23% -$3.37K ﹤0.01% 576
2017
Q4 		$15K Hold
217
– – ﹤0.01% 569
2017
Q3 		$14K Hold
217
– – ﹤0.01% 308
2017
Q2 		$12K Hold
217
– – ﹤0.01% 298
2017
Q1 		$12K Hold
217
– – ﹤0.01% 338
2016
Q4 		$13K Hold
217
– – ﹤0.01% 317
2016
Q3 		$11K Sell
217
-500
-70% -$26.8K ﹤0.01% 334
2016
Q2 		$40K Hold
717
– – 0.02% 222
2016
Q1 		$35K Buy
717
+208
+41% +$9.34K 0.02% 232
2015
Q4 		$23K Hold
509
– – 0.01% 240
2015
Q3 		$24K Buy
509
+9
+2% +$485 0.01% 221
2015
Q2 		$29K Hold
500
– – 0.02% 180
2015
Q1 		$31K Hold
500
– – 0.02% 171
2014
Q4 		$35K Buy
+500
New +$36K 0.03% 157

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

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

Avior Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 75 shares — an estimated $3K sold.

Avior Wealth Management first reported a position in RDS.B in Q4 2014 and held it in 29 quarters. The position peaked at $40K in Q2 2016. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Avior Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Avior Wealth Management sold 75 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $3K.
  • Avior Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2014 and held it in 29 quarters.
  • Avior Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $40K in Q2 2016.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Avior Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.