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

Connectus 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
2022 Q2	–	Sell	-16,227	Closed	-$703K	–	487
2022 Q1	$703K	Hold	16,227	–	–	0.02%	282
2021 Q4	$703K	Buy	+16,227	New	+$732K	0.03%	246

Other funds holding RDS.B

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $914M AUM

Connectus Wealth's RDS.B Position: Q2 2022 in Review

Connectus Wealth sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2022, closing a stake of 16,227 shares — an estimated $703K sold.

Connectus Wealth first reported a position in RDS.B in Q4 2021 and held it in 2 quarters. The position peaked at $703K in Q1 2022. 3 funds tracked by Wall St. Rank hold RDS.B as of Q2 2022.

Connectus Wealth reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2022 after selling out during the quarter.
Connectus Wealth sold 16,227 Royal Dutch Shell PLC ADS Class B shares in Q2 2022, an estimated $703K.
Connectus Wealth first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2021 and held it in 2 quarters.
Connectus Wealth's Royal Dutch Shell PLC ADS Class B position peaked at $703K in Q1 2022.
3 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2022.

Based on Connectus Wealth's 13F filing for Q2 2022, filed 8 Aug 2022.