CPWM
RDS.B

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

Cypress Point 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
2021
Q3 		– Sell
-250
Closed -$10K – 235
2021
Q2 		$10K Buy
+250
New +$9.41K 0.01% 144

Other funds holding RDS.B

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cypress Point Wealth Management's RDS.B Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2021, closing a stake of 250 shares — an estimated $10K sold.

Cypress Point Wealth Management first reported a position in RDS.B in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 535 funds tracked by Wall St. Rank hold RDS.B as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 250 Royal Dutch Shell PLC ADS Class B shares in Q3 2021, an estimated $10K.
  • Cypress Point Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $10K in Q2 2021.
  • 535 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.