GFPC
RDS.B

Global Financial Private Client’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Global Financial Private Client’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
-1,235
Closed -$53.6K – 681
2021
Q4 		$53.6K Buy
1,235
+521
+73% +$23.5K 0.03% 265
2021
Q3 		$32.1K Hold
714
– – 0.02% 277
2021
Q2 		$28.3K Hold
714
– – 0.02% 292
2021
Q1 		$26.8K Sell
714
-28
-4% -$1.07K 0.02% 262
2020
Q4 		$24.9K Hold
742
– – 0.02% 249
2020
Q3 		$17.4K Sell
742
-174
-19% -$4.99K 0.02% 269
2020
Q2 		$28K Sell
916
-162
-15% -$5.29K 0.02% 268
2020
Q1 		$35.7K Sell
1,078
-222
-17% -$10.4K 0.04% 245
2019
Q4 		$78K Buy
+1,300
New +$76.5K 0.07% 192

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

Global Financial Private Client's RDS.B Position: Q1 2022 in Review

Global Financial Private Client sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 1,235 shares — an estimated $53.6K sold.

Global Financial Private Client first reported a position in RDS.B in Q4 2019 and held it in 9 quarters. The position peaked at $78K in Q4 2019. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Global Financial Private Client reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Global Financial Private Client sold 1,235 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $53.6K.
  • Global Financial Private Client first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2019 and held it in 9 quarters.
  • Global Financial Private Client's Royal Dutch Shell PLC ADS Class B position peaked at $78K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Global Financial Private Client's 13F filing for Q1 2022, filed 16 May 2024.