FFM
RDS.B

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

Forum Financial Management’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
-25,041
Closed -$1.09M – 695
2021
Q4 		$1.09M Buy
+25,041
New +$1.13M 0.06% 115

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

Forum Financial Management's RDS.B Position: Q1 2022 in Review

Forum Financial Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 25,041 shares — an estimated $1.09M sold.

Forum Financial Management first reported a position in RDS.B in Q4 2021 and held it in 1 quarter. The position peaked at $1.09M in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Forum Financial Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Forum Financial Management sold 25,041 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $1.09M.
  • Forum Financial Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2021 and held it in 1 quarter.
  • Forum Financial Management's Royal Dutch Shell PLC ADS Class B position peaked at $1.09M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Forum Financial Management's 13F filing for Q1 2022, filed 16 May 2022.