BDWM
RDS.B

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

Brewin Dolphin 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
-129
Closed -$6K – 392
2021
Q4 		$6K Hold
129
– – ﹤0.01% 297
2021
Q3 		$5.71K Hold
129
– – ﹤0.01% 307
2021
Q2 		$5.01K Hold
129
– – ﹤0.01% 314
2021
Q1 		$4.75K Hold
129
– – ﹤0.01% 305
2020
Q4 		$4.34K Hold
129
– – ﹤0.01% 265
2020
Q3 		$3.12K Hold
129
– – ﹤0.01% 278
2020
Q2 		$3.93K Buy
+129
New +$4.22K ﹤0.01% 274

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

Brewin Dolphin Wealth Management's RDS.B Position: Q1 2022 in Review

Brewin Dolphin Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 129 shares — an estimated $6K sold.

Brewin Dolphin Wealth Management first reported a position in RDS.B in Q2 2020 and held it in 7 quarters. The position peaked at $6K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Brewin Dolphin Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 129 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $6K.
  • Brewin Dolphin Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2020 and held it in 7 quarters.
  • Brewin Dolphin Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $6K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q1 2022, filed 14 Nov 2022.