DWT
RDS.B

Dorsey & Whitney Trust’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Dorsey & Whitney Trust’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
-5,146
Closed -$222K – 604
2021
Q4 		$222K Buy
5,146
+435
+9% +$19.6K 0.02% 508
2021
Q3 		$208K Buy
+4,711
New +$187K 0.02% 503

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

Dorsey & Whitney Trust's RDS.B Position: Q1 2022 in Review

Dorsey & Whitney Trust sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 5,146 shares — an estimated $222K sold.

Dorsey & Whitney Trust first reported a position in RDS.B in Q3 2021 and held it in 2 quarters. The position peaked at $222K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Dorsey & Whitney Trust reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 5,146 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $222K.
  • Dorsey & Whitney Trust first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2021 and held it in 2 quarters.
  • Dorsey & Whitney Trust's Royal Dutch Shell PLC ADS Class B position peaked at $222K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2022, filed 11 May 2022.