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

Baker Tilly 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	-11,383	Closed	-$493K	–	576
2021 Q4	$493K	Sell	11,383 -639	-5%	-$28.8K	0.05%	349
2021 Q3	$532K	Buy	12,022 +707	+6%	+$28K	0.07%	300
2021 Q2	$439K	Buy	11,315 +816	+8%	+$30.7K	0.07%	309
2021 Q1	$387K	Buy	10,499 +2,504	+31%	+$95.6K	0.08%	298
2020 Q4	$269K	Buy	+7,995	New	+$238K	0.08%	261

Other funds holding RDS.B

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

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

Baker Tilly Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 11,383 shares — an estimated $493K sold.

Baker Tilly Wealth Management first reported a position in RDS.B in Q4 2020 and held it in 5 quarters. The position peaked at $532K in Q3 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

Baker Tilly Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 11,383 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $493K.
Baker Tilly Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2020 and held it in 5 quarters.
Baker Tilly Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $532K in Q3 2021.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.