FP
RDS.B

Financial Perspectives’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Financial Perspectives’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
Q2 		– Sell
-3,683
Closed -$100K – 662
2021
Q1 		$100K Buy
3,683
+3,583
+3,583% +$137K 0.01% 511
2020
Q4 		$3.36K Hold
100
– – ﹤0.01% 510
2020
Q3 		$2.42K Hold
100
– – ﹤0.01% 486
2020
Q2 		$3.04K Hold
100
– – ﹤0.01% 457
2020
Q1 		$3.27K Hold
100
– – ﹤0.01% 420
2019
Q4 		$6K Buy
+100
New +$5.89K ﹤0.01% 373

Other funds holding RDS.B

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Financial Perspectives's RDS.B Position: Q2 2021 in Review

Financial Perspectives sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2021, closing a stake of 3,683 shares — an estimated $100K sold.

Financial Perspectives first reported a position in RDS.B in Q4 2019 and held it in 6 quarters. The position peaked at $100K in Q1 2021. 545 funds tracked by Wall St. Rank hold RDS.B as of Q2 2021.

  • Financial Perspectives reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2021 after selling out during the quarter.
  • Financial Perspectives sold 3,683 Royal Dutch Shell PLC ADS Class B shares in Q2 2021, an estimated $100K.
  • Financial Perspectives first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2019 and held it in 6 quarters.
  • Financial Perspectives's Royal Dutch Shell PLC ADS Class B position peaked at $100K in Q1 2021.
  • 545 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2021.

Based on Financial Perspectives's 13F filing for Q2 2021, filed 10 Jan 2024.