CWC
RDS.B

Carolinas Wealth Consulting’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Carolinas Wealth Consulting’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
-350
Closed -$15.8K – 1027
2021
Q3 		$15K Hold
350
– – ﹤0.01% 530
2021
Q2 		$14K Hold
350
– – ﹤0.01% 570
2021
Q1 		$13K Hold
350
– – ﹤0.01% 594
2020
Q4 		$12K Buy
+350
New +$10.4K ﹤0.01% 560
2020
Q3 		– Sell
-40
Closed -$1K – 1022
2020
Q2 		$1K Buy
+40
New +$1.31K ﹤0.01% 639

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

Carolinas Wealth Consulting's RDS.B Position: Q4 2021 in Review

Carolinas Wealth Consulting sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2021, closing a stake of 350 shares — an estimated $15.8K sold.

Carolinas Wealth Consulting first reported a position in RDS.B in Q2 2020 and held it in 5 quarters. The position peaked at $15K in Q3 2021. 566 funds tracked by Wall St. Rank hold RDS.B as of Q4 2021.

  • Carolinas Wealth Consulting reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 350 Royal Dutch Shell PLC ADS Class B shares in Q4 2021, an estimated $15.8K.
  • Carolinas Wealth Consulting first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2020 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Royal Dutch Shell PLC ADS Class B position peaked at $15K in Q3 2021.
  • 566 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2021, filed 14 Feb 2022.