BSW
RDS.B

Buckingham Strategic Wealth’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Buckingham Strategic Wealth’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
Q4 		– Sell
-6,153
Closed -$272K – 635
2021
Q3 		$272K Sell
6,153
-1,732
-22% -$68.6K 0.01% 484
2021
Q2 		$306K Sell
7,885
-2,014
-20% -$75.8K 0.01% 463
2021
Q1 		$365K Buy
9,899
+2,324
+31% +$88.7K 0.02% 395
2020
Q4 		$255K Buy
+7,575
New +$225K 0.01% 454
2020
Q3 		– Sell
-8,049
Closed -$245K – 500
2020
Q2 		$245K Sell
8,049
-1,504
-16% -$49.2K 0.02% 350
2020
Q1 		$312K Buy
9,553
+485
+5% +$22.7K 0.03% 338
2019
Q4 		$544K Buy
9,068
+1,127
+14% +$66.3K 0.05% 229
2019
Q3 		$476K Sell
7,941
-1,231
-13% -$73.5K 0.05% 237
2019
Q2 		$603K Buy
+9,172
New +$596K 0.07% 216
2018
Q3 		– Sell
-2,763
Closed -$201K – 378
2018
Q2 		$201K Buy
+2,763
New +$199K 0.03% 344
2015
Q1 		– Sell
-4,136
Closed -$288K – 230
2014
Q4 		$288K Sell
4,136
-272
-6% -$19.6K 0.11% 141
2014
Q3 		$349K Hold
4,408
– – 0.14% 108
2014
Q2 		$384K Hold
4,408
– – 0.17% 100
2014
Q1 		$344K Sell
4,408
-60
-1% -$4.55K 0.16% 96
2013
Q4 		$336K Sell
4,468
-243
-5% -$17.1K 0.16% 93
2013
Q3 		$324K Hold
4,711
– – 0.17% 88
2013
Q2 		$312K Buy
+4,711
New +$322K 0.18% 92

Other funds holding RDS.B

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Buckingham Strategic Wealth's RDS.B Position: Q4 2021 in Review

Buckingham Strategic Wealth sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2021, closing a stake of 6,153 shares — an estimated $272K sold.

Buckingham Strategic Wealth first reported a position in RDS.B in Q2 2013 and held it in 17 quarters. The position peaked at $603K in Q2 2019. 566 funds tracked by Wall St. Rank hold RDS.B as of Q4 2021.

  • Buckingham Strategic Wealth reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 6,153 Royal Dutch Shell PLC ADS Class B shares in Q4 2021, an estimated $272K.
  • Buckingham Strategic Wealth first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and held it in 17 quarters.
  • Buckingham Strategic Wealth's Royal Dutch Shell PLC ADS Class B position peaked at $603K in Q2 2019.
  • 566 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.