CT
RDS.B

Caldwell Trust’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Caldwell Trust’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
-937
Closed -$40.6K – 777
2021
Q4 		$40.6K Sell
937
-10
-1% -$451 ﹤0.01% 492
2021
Q3 		$41.9K Sell
947
-616
-39% -$24.4K 0.01% 470
2021
Q2 		$60.7K Hold
1,563
– – 0.01% 422
2021
Q1 		$57.6K Hold
1,563
– – 0.01% 414
2020
Q4 		$52.5K Hold
1,563
– – 0.01% 409
2020
Q3 		$37.9K Sell
1,563
-584
-27% -$16.7K 0.01% 440
2020
Q2 		$65.4K Sell
2,147
-1,040
-33% -$34K 0.01% 382
2020
Q1 		$104K Sell
3,187
-275
-8% -$12.9K 0.02% 316
2019
Q4 		$208K Buy
+3,462
New +$204K 0.03% 261

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 $914M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Caldwell Trust's RDS.B Position: Q1 2022 in Review

Caldwell Trust sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 937 shares — an estimated $40.6K sold.

Caldwell Trust first reported a position in RDS.B in Q4 2019 and held it in 9 quarters. The position peaked at $208K in Q4 2019. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Caldwell Trust reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Caldwell Trust sold 937 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $40.6K.
  • Caldwell Trust first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2019 and held it in 9 quarters.
  • Caldwell Trust's Royal Dutch Shell PLC ADS Class B position peaked at $208K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Caldwell Trust's 13F filing for Q1 2022, filed 2 Oct 2025.