CWP
RDS.B

Concord Wealth Partners’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Concord Wealth Partners’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
-200
Closed -$9K – 1433
2021
Q4 		$9K Buy
+200
New +$9.02K ﹤0.01% 824
2021
Q3 		– Sell
-200
Closed -$8K – 1071
2021
Q2 		$8K Hold
200
– – ﹤0.01% 676
2021
Q1 		$7K Hold
200
– – ﹤0.01% 640
2020
Q4 		$7K Buy
+200
New +$5.95K 0.01% 397

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

Concord Wealth Partners's RDS.B Position: Q1 2022 in Review

Concord Wealth Partners sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 200 shares — an estimated $9K sold.

Concord Wealth Partners first reported a position in RDS.B in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Concord Wealth Partners reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 200 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $9K.
  • Concord Wealth Partners first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2020 and held it in 4 quarters.
  • Concord Wealth Partners's Royal Dutch Shell PLC ADS Class B position peaked at $9K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.