BFA
RDS.B

Bragg Financial Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Bragg Financial 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
-15,147
Closed -$671K – 324
2021
Q4 		$671K Hold
15,147
– – 0.04% 199
2021
Q3 		$671K Buy
15,147
+1,005
+7% +$39.8K 0.04% 199
2021
Q2 		$549K Buy
14,142
+875
+7% +$33K 0.04% 215
2021
Q1 		$489K Buy
13,267
+1,065
+9% +$40.7K 0.03% 218
2020
Q4 		$410K Buy
12,202
+425
+4% +$12.6K 0.04% 215
2020
Q3 		$285K Sell
11,777
-130
-1% -$3.73K 0.03% 231
2020
Q2 		$363K Buy
11,907
+1,470
+14% +$48.1K 0.04% 210
2020
Q1 		$341K Buy
10,437
+445
+4% +$20.9K 0.05% 204
2019
Q4 		$599K Sell
9,992
-900
-8% -$53K 0.07% 184
2019
Q3 		$652K Buy
10,892
+1,522
+16% +$90.8K 0.08% 180
2019
Q2 		$616K Buy
9,370
+485
+5% +$31.5K 0.08% 183
2019
Q1 		$568K Buy
8,885
+2,865
+48% +$181K 0.07% 183
2018
Q4 		$361K Buy
6,020
+2,335
+63% +$149K 0.05% 202
2018
Q3 		$261K Buy
3,685
+515
+16% +$35.7K 0.04% 238
2018
Q2 		$230K Buy
+3,170
New +$228K 0.03% 244

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

Bragg Financial Advisors's RDS.B Position: Q1 2022 in Review

Bragg Financial Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 15,147 shares — an estimated $671K sold.

Bragg Financial Advisors first reported a position in RDS.B in Q2 2018 and held it in 15 quarters. The position peaked at $671K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Bragg Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Bragg Financial Advisors sold 15,147 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $671K.
  • Bragg Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2018 and held it in 15 quarters.
  • Bragg Financial Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $671K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Bragg Financial Advisors's 13F filing for Q1 2022, filed 11 May 2022.