BRWA
RDS.B

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

B. Riley Wealth Advisors’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
-6,715
Closed -$291K – 1545
2021
Q4 		$291K Buy
6,715
+1,404
+26% +$63.3K 0.01% 1093
2021
Q3 		$236K Buy
5,311
+21
+0.4% +$831 0.01% 1164
2021
Q2 		$206K Sell
5,290
-1,408
-21% -$53K 0.01% 1206
2021
Q1 		$245K Buy
+6,698
New +$256K 0.01% 1100
2020
Q1 		– Sell
-4,631
Closed -$279K – 924
2019
Q4 		$279K Sell
4,631
-7,023
-60% -$413K 0.02% 627
2019
Q3 		$699K Buy
11,654
+1,132
+11% +$67.6K 0.07% 299
2019
Q2 		$692K Sell
10,522
-1,656
-14% -$108K 0.08% 274
2019
Q1 		$779K Buy
12,178
+1,292
+12% +$81.7K 0.1% 228
2018
Q4 		$654K Buy
10,886
+1,867
+21% +$119K 0.09% 233
2018
Q3 		$640K Buy
9,019
+1,822
+25% +$126K 0.08% 286
2018
Q2 		$523K Sell
7,197
-33,841
-82% -$2.44M 0.07% 314
2018
Q1 		$2.69M Buy
41,038
+679
+2% +$45.7K 0.38% 66
2017
Q4 		$2.76M Buy
+40,359
New +$2.62M 0.37% 67
2015
Q1 		– Sell
-2,907
Closed -$202 – 2181
2014
Q4 		$202 Sell
2,907
-36
-1% -$2.6K ﹤0.01% 1373
2014
Q3 		$233K Sell
2,943
-1,829
-38% -$154K 0.06% 459
2014
Q2 		$154K Buy
4,772
+1,790
+60% +$149K 0.04% 545
2014
Q1 		$233K Buy
2,982
+1,014
+52% +$76.9K 0.07% 337
2013
Q4 		$148K Hold
1,968
– – 0.05% 438
2013
Q3 		$135K Buy
+1,968
New +$134K 0.05% 465

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

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

B. Riley Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 6,715 shares — an estimated $291K sold.

B. Riley Wealth Advisors first reported a position in RDS.B in Q3 2013 and held it in 19 quarters. The position peaked at $2.76M in Q4 2017. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,715 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $291K.
  • B. Riley Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2013 and held it in 19 quarters.
  • B. Riley Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $2.76M in Q4 2017.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.