GWS
RDS.B

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

Glassman Wealth 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
-938
Closed -$41K – 2075
2021
Q4 		$41K Sell
938
-669
-42% -$30.2K 0.01% 421
2021
Q3 		$71K Buy
1,607
+112
+7% +$4.43K 0.02% 293
2021
Q2 		$58K Sell
1,495
-967
-39% -$36.4K 0.01% 319
2021
Q1 		$91K Buy
2,462
+1,863
+311% +$71.1K 0.02% 234
2020
Q4 		$20K Sell
599
-356
-37% -$10.6K ﹤0.01% 538
2020
Q3 		$23K Buy
955
+773
+425% +$22.1K 0.01% 423
2020
Q2 		$6K Buy
182
+168
+1,200% +$5.49K ﹤0.01% 602
2020
Q1 		$0 Sell
14
-6
-30% -$281 ﹤0.01% 1713
2019
Q4 		$1K Sell
20
-180
-90% -$10.6K ﹤0.01% 1110
2019
Q3 		$12K Hold
200
– – ﹤0.01% 427
2019
Q2 		$13K Buy
+200
New +$13K 0.01% 429
2018
Q4 		– Sell
-141
Closed -$10K – 1042
2018
Q3 		$10K Hold
141
– – ﹤0.01% 397
2018
Q2 		$10K Sell
141
-900
-86% -$64.8K 0.01% 373
2018
Q1 		$68K Buy
1,041
+755
+264% +$50.8K 0.04% 153
2017
Q4 		$20K Buy
286
+141
+97% +$9.14K 0.01% 258
2017
Q3 		$9K Sell
145
-248
-63% -$14.2K 0.01% 314
2017
Q2 		$21K Buy
+393
New +$21.9K 0.01% 233

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

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

Glassman Wealth Services sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 938 shares — an estimated $41K sold.

Glassman Wealth Services first reported a position in RDS.B in Q2 2017 and held it in 17 quarters. The position peaked at $91K in Q1 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Glassman Wealth Services reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 938 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $41K.
  • Glassman Wealth Services first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2017 and held it in 17 quarters.
  • Glassman Wealth Services's Royal Dutch Shell PLC ADS Class B position peaked at $91K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.