FPFS
RDS.B

First Personal Financial Services’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

First Personal Financial Services’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
-260
Closed -$11K – 379
2021
Q4 		$11K Sell
260
-500
-66% -$22.6K ﹤0.01% 288
2021
Q3 		$34K Hold
760
– – 0.01% 218
2021
Q2 		$30K Hold
760
– – 0.01% 228
2021
Q1 		$28K Sell
760
-400
-34% -$15.3K 0.01% 221
2020
Q4 		$39K Sell
1,160
-783
-40% -$23.3K 0.01% 201
2020
Q3 		$47K Buy
1,943
+173
+10% +$4.96K 0.01% 184
2020
Q2 		$54K Hold
1,770
– – 0.02% 181
2020
Q1 		$58K Buy
1,770
+370
+26% +$17.3K 0.02% 168
2019
Q4 		$84K Sell
1,400
-235
-14% -$13.8K 0.03% 166
2019
Q3 		$99K Hold
1,635
– – 0.03% 182
2019
Q2 		$107K Hold
1,635
– – 0.03% 209
2019
Q1 		$105K Hold
1,635
– – 0.03% 201
2018
Q4 		$98K Buy
1,635
+5
+0.3% +$319 0.03% 200
2018
Q3 		$115K Sell
1,630
-207
-11% -$14.3K 0.04% 200
2018
Q2 		$134K Buy
1,837
+437
+31% +$31.5K 0.04% 192
2018
Q1 		$92K Buy
+1,400
New +$94.2K 0.02% 328
2017
Q4 		– Sell
-1,400
Closed -$88K – 1017
2017
Q3 		$88K Hold
1,400
– – 0.02% 336
2017
Q2 		$76K Hold
1,400
– – 0.02% 345
2017
Q1 		$78K Buy
+1,400
New +$79.4K 0.02% 321

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

First Personal Financial Services's RDS.B Position: Q1 2022 in Review

First Personal Financial Services sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 260 shares — an estimated $11K sold.

First Personal Financial Services first reported a position in RDS.B in Q1 2017 and held it in 19 quarters. The position peaked at $134K in Q2 2018. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • First Personal Financial Services reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • First Personal Financial Services sold 260 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $11K.
  • First Personal Financial Services first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2017 and held it in 19 quarters.
  • First Personal Financial Services's Royal Dutch Shell PLC ADS Class B position peaked at $134K in Q2 2018.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on First Personal Financial Services's 13F filing for Q1 2022, filed 2 May 2022.