CWA
RDS.B

Clearview Wealth Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Clearview Wealth 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
-70
Closed -$3K – 723
2021
Q4 		$3K Hold
70
– – ﹤0.01% 574
2021
Q3 		$3K Hold
70
– – ﹤0.01% 570
2021
Q2 		$3K Hold
70
– – ﹤0.01% 562
2021
Q1 		$3K Hold
70
– – ﹤0.01% 538
2020
Q4 		$2K Buy
+70
New +$2.08K ﹤0.01% 523

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

Clearview Wealth Advisors's RDS.B Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 70 shares — an estimated $3K sold.

Clearview Wealth Advisors first reported a position in RDS.B in Q4 2020 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 70 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $3K.
  • Clearview Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2020 and held it in 5 quarters.
  • Clearview Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $3K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.