Coulter & Justus Financial Services’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Coulter & Justus Financial Services’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	-79,793	Closed	-$3.46M	–	60
2021 Q4	$3.46M	Buy	+79,793	New	+$3.6M	2.72%	13

Other funds holding RDS.B

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

Coulter & Justus Financial Services's RDS.B Position: Q1 2022 in Review

Coulter & Justus Financial Services sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 79,793 shares — an estimated $3.46M sold.

Coulter & Justus Financial Services first reported a position in RDS.B in Q4 2021 and held it in 1 quarter. The position peaked at $3.46M in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

Coulter & Justus Financial Services reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
Coulter & Justus Financial Services sold 79,793 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $3.46M.
Coulter & Justus Financial Services first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2021 and held it in 1 quarter.
Coulter & Justus Financial Services's Royal Dutch Shell PLC ADS Class B position peaked at $3.46M in Q4 2021.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2022, filed 6 May 2022.