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

Future Financial Wealth 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	-3,700	Closed	-$165K	–	579
2021 Q4	$165K	Sell	3,700 -1,500	-29%	-$67.7K	0.13%	137
2021 Q3	$202K	Hold	5,200	–	–	0.21%	115
2021 Q2	$202K	Buy	+5,200	New	+$196K	0.21%	115

Other funds holding RDS.B

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

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

Future Financial Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 3,700 shares — an estimated $165K sold.

Future Financial Wealth Management first reported a position in RDS.B in Q2 2021 and held it in 3 quarters. The position peaked at $202K in Q3 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

Future Financial Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
Future Financial Wealth Management sold 3,700 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $165K.
Future Financial Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2021 and held it in 3 quarters.
Future Financial Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $202K in Q3 2021.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Future Financial Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.