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

Blue Bell Private 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	-200	Closed	-$9K	–	967
2021 Q4	$9K	Buy	+200	New	+$9.02K	﹤0.01%	434

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

Blue Bell Private Wealth Management's RDS.B Position: Q1 2022 in Review

Blue Bell Private Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 200 shares — an estimated $9K sold.

Blue Bell Private Wealth Management first reported a position in RDS.B in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

Blue Bell Private Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 200 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $9K.
Blue Bell Private Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2021 and held it in 1 quarter.
Blue Bell Private Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $9K in Q4 2021.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.