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

Crewe 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	-370	Closed	-$16K	–	516
2021 Q4	$16K	Hold	370	–	–	﹤0.01%	286
2021 Q3	$16K	Hold	370	–	–	﹤0.01%	232
2021 Q2	$14K	Hold	370	–	–	﹤0.01%	249
2021 Q1	$14K	Sell	370 -200	-35%	-$7.63K	﹤0.01%	249
2020 Q4	$19K	Hold	570	–	–	0.01%	208
2020 Q3	$14K	Buy	+570	New	+$16.3K	0.01%	218
2020 Q1	–	Sell	-94	Closed	-$6K	–	264
2019 Q4	$6K	Buy	+94	New	+$5.53K	﹤0.01%	188

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

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

Crewe Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 370 shares — an estimated $16K sold.

Crewe Advisors first reported a position in RDS.B in Q4 2019 and held it in 7 quarters. The position peaked at $19K in Q4 2020. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

Crewe Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
Crewe Advisors sold 370 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $16K.
Crewe Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2019 and held it in 7 quarters.
Crewe Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $19K in Q4 2020.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Crewe Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.