BWA
RDS.B

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

BDO 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
-132
Closed -$6K – 1169
2021
Q4 		$6K Buy
132
+2
+2% +$90 ﹤0.01% 816
2021
Q3 		$6K Buy
130
+1
+0.8% +$40 ﹤0.01% 816
2021
Q2 		$5K Buy
129
+1
+0.8% +$38 ﹤0.01% 879
2021
Q1 		$5K Buy
128
+2
+2% +$76 ﹤0.01% 867
2020
Q4 		$4K Buy
126
+1
+0.8% +$30 ﹤0.01% 686
2020
Q3 		$3K Buy
125
+1
+0.8% +$29 ﹤0.01% 659
2020
Q2 		$4K Sell
124
-41
-25% -$1.34K ﹤0.01% 585
2020
Q1 		$5K Sell
165
-371
-69% -$17.4K ﹤0.01% 615
2019
Q4 		$32K Buy
536
+76
+17% +$4.47K 0.01% 348
2019
Q3 		$28K Hold
460
– – 0.01% 374
2019
Q2 		$30K Sell
460
-332
-42% -$21.6K 0.01% 356
2019
Q1 		$51K Hold
792
– – 0.01% 282
2018
Q4 		$47K Sell
792
-16
-2% -$1.02K 0.02% 266
2018
Q3 		$57K Sell
808
-85
-10% -$5.89K 0.02% 277
2018
Q2 		$65K Buy
893
+116
+15% +$8.35K 0.02% 261
2018
Q1 		$51K Buy
777
+34
+5% +$2.29K 0.02% 253
2017
Q4 		$51K Sell
743
-3
-0.4% -$194 0.02% 213
2017
Q3 		$47K Buy
746
+345
+86% +$19.8K 0.02% 205
2017
Q2 		$22K Buy
+401
New +$22.3K 0.01% 299

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

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

BDO Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 132 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in RDS.B in Q2 2017 and held it in 19 quarters. The position peaked at $65K in Q2 2018. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • BDO Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 132 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $6K.
  • BDO Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2017 and held it in 19 quarters.
  • BDO Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $65K in Q2 2018.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.