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

BerganKDV 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
2021 Q3	–	Sell	-10	Closed	–	–	1116
2021 Q2	$0	Hold	10	–	–	﹤0.01%	1022
2021 Q1	$0	Hold	10	–	–	﹤0.01%	1003
2020 Q4	$0	Sell	10 -51	-84%	-$1.52K	﹤0.01%	1030
2020 Q3	$1K	Sell	61 -165	-73%	-$4.73K	﹤0.01%	891
2020 Q2	$7K	Sell	226 -86	-28%	-$2.81K	﹤0.01%	600
2020 Q1	$10K	Buy	312 +164	+111%	+$7.69K	﹤0.01%	498
2019 Q4	$9K	Buy	+148	New	+$8.71K	﹤0.01%	541

Other funds holding RDS.B

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BerganKDV Wealth Management's RDS.B Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2021, closing a stake of 10 shares.

BerganKDV Wealth Management first reported a position in RDS.B in Q4 2019 and held it in 7 quarters. The position peaked at $10K in Q1 2020. 535 funds tracked by Wall St. Rank hold RDS.B as of Q3 2021.

BerganKDV Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 10 Royal Dutch Shell PLC ADS Class B shares in Q3 2021.
BerganKDV Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2019 and held it in 7 quarters.
BerganKDV Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $10K in Q1 2020.
535 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.