FW
RDS.B

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

FirstPurpose 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
-5,222
Closed -$226K – 166
2021
Q4 		$226K Buy
+5,222
New +$236K 0.14% 122

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

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

FirstPurpose Wealth sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 5,222 shares — an estimated $226K sold.

FirstPurpose Wealth first reported a position in RDS.B in Q4 2021 and held it in 1 quarter. The position peaked at $226K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • FirstPurpose Wealth reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • FirstPurpose Wealth sold 5,222 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $226K.
  • FirstPurpose Wealth first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2021 and held it in 1 quarter.
  • FirstPurpose Wealth's Royal Dutch Shell PLC ADS Class B position peaked at $226K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on FirstPurpose Wealth's 13F filing for Q1 2022, filed 18 Apr 2022.