CWM
RDS.B

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

Cranbrook Wealth Management’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
-227
Closed -$10K – 385
2021
Q4 		$10K Hold
227
– – ﹤0.01% 289
2021
Q3 		$10K Hold
227
– – ﹤0.01% 293
2021
Q2 		$9K Hold
227
– – ﹤0.01% 291
2021
Q1 		$8K Sell
227
-173
-43% -$6.61K ﹤0.01% 311
2020
Q4 		$13K Buy
+400
New +$11.9K ﹤0.01% 224

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

Cranbrook Wealth Management's RDS.B Position: Q1 2022 in Review

Cranbrook Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 227 shares — an estimated $10K sold.

Cranbrook Wealth Management first reported a position in RDS.B in Q4 2020 and held it in 5 quarters. The position peaked at $13K in Q4 2020. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Cranbrook Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Cranbrook Wealth Management sold 227 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $10K.
  • Cranbrook Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2020 and held it in 5 quarters.
  • Cranbrook Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $13K in Q4 2020.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Cranbrook Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.