GIA
RDS.B

Goodwin Investment Advisory’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Goodwin Investment Advisory’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
-50
Closed -$2K – 239
2021
Q4 		$2K Hold
50
– – ﹤0.01% 166
2021
Q3 		$2K Hold
50
– – ﹤0.01% 133
2021
Q2 		$2K Hold
50
– – ﹤0.01% 119
2021
Q1 		$2K Hold
50
– – ﹤0.01% 129
2020
Q4 		$2K Buy
+50
New +$1.49K ﹤0.01% 85

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

Goodwin Investment Advisory's RDS.B Position: Q1 2022 in Review

Goodwin Investment Advisory sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 50 shares — an estimated $2K sold.

Goodwin Investment Advisory first reported a position in RDS.B in Q4 2020 and held it in 5 quarters. The position peaked at $2K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Goodwin Investment Advisory reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 50 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $2K.
  • Goodwin Investment Advisory first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2020 and held it in 5 quarters.
  • Goodwin Investment Advisory's Royal Dutch Shell PLC ADS Class B position peaked at $2K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Goodwin Investment Advisory's 13F filing for Q1 2022, filed 16 May 2022.