BRWM
RDS.B

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

B. Riley 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
-7,870
Closed -$341K – 721
2021
Q4 		$341K Buy
+7,870
New +$355K 0.02% 438
2020
Q2 		– Sell
-12,673
Closed -$414K – 577
2020
Q1 		$414K Buy
+12,673
New +$594K 0.04% 295
2015
Q3 		– Sell
-1,320
Closed -$75K – 837
2015
Q2 		$75K Sell
1,320
-515
-28% -$31.9K 0.06% 331
2015
Q1 		$115K Buy
1,835
+293
+19% +$19.4K 0.09% 261
2014
Q4 		$107K Buy
1,542
+217
+16% +$15.6K 0.09% 257
2014
Q3 		$104K Buy
1,325
+15
+1% +$1.26K 0.08% 289
2014
Q2 		$114K Buy
1,310
+13
+1% +$1.08K 0.07% 327
2014
Q1 		$101K Buy
+1,297
New +$98.4K 0.07% 312

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

B. Riley Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 7,870 shares — an estimated $341K sold.

B. Riley Wealth Management first reported a position in RDS.B in Q1 2014 and held it in 8 quarters. The position peaked at $414K in Q1 2020. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • B. Riley Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 7,870 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $341K.
  • B. Riley Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2014 and held it in 8 quarters.
  • B. Riley Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $414K in Q1 2020.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.