EW
RDS.B

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

Evoke Wealth’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
-546
Closed -$24K – 1290
2021
Q4 		$24K Sell
546
-124
-19% -$5.59K ﹤0.01% 656
2021
Q3 		$29K Buy
670
+124
+23% +$4.91K ﹤0.01% 577
2021
Q2 		$21K Buy
546
+29
+6% +$1.09K ﹤0.01% 654
2021
Q1 		$19K Hold
517
– – ﹤0.01% 600
2020
Q4 		$17K Hold
517
– – ﹤0.01% 520
2020
Q3 		$13K Sell
517
-61
-11% -$1.75K ﹤0.01% 528
2020
Q2 		$18K Sell
578
-3,397
-85% -$111K ﹤0.01% 489
2020
Q1 		$130K Sell
3,975
-22,534
-85% -$1.06M 0.02% 228
2019
Q4 		$1.57M Buy
26,509
+25,075
+1,749% +$1.48M 0.2% 49
2019
Q3 		$85.9K Buy
+1,434
New +$85.6K 0.01% 395

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

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

Evoke Wealth sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 546 shares — an estimated $24K sold.

Evoke Wealth first reported a position in RDS.B in Q3 2019 and held it in 10 quarters. The position peaked at $1.57M in Q4 2019. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Evoke Wealth reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Evoke Wealth sold 546 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $24K.
  • Evoke Wealth first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2019 and held it in 10 quarters.
  • Evoke Wealth's Royal Dutch Shell PLC ADS Class B position peaked at $1.57M in Q4 2019.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.