GI
RDS.B

Gradient Investments’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Gradient Investments’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
-990
Closed -$43K – 1402
2021
Q4 		$43K Buy
990
+988
+49,400% +$44.6K ﹤0.01% 501
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1296
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1300
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1338
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1205
2020
Q3 		$0 Hold
2
– – ﹤0.01% 1258
2020
Q2 		$0 Hold
2
– – ﹤0.01% 1262
2020
Q1 		$0 Sell
2
-57
-97% -$2.67K ﹤0.01% 1299
2019
Q4 		$4K Hold
59
– – ﹤0.01% 873
2019
Q3 		$4K Sell
59
-13
-18% -$776 ﹤0.01% 852
2019
Q2 		$5K Sell
72
-24
-25% -$1.56K ﹤0.01% 785
2019
Q1 		$6K Sell
96
-195
-67% -$12.3K ﹤0.01% 636
2018
Q4 		$17K Sell
291
-194
-40% -$12.4K ﹤0.01% 484
2018
Q3 		$34K Sell
485
-185
-28% -$12.8K ﹤0.01% 413
2018
Q2 		$49K Buy
670
+2
+0.3% +$144 ﹤0.01% 341
2018
Q1 		$44K Buy
668
+415
+164% +$27.9K ﹤0.01% 359
2017
Q4 		$17K Buy
+253
New +$16.4K ﹤0.01% 501
2017
Q2 		– Sell
-377
Closed -$21K – 938
2017
Q1 		$21K Buy
+377
New +$21.4K ﹤0.01% 395
2016
Q2 		– Sell
-161
Closed -$8K – 808
2016
Q1 		$8K Buy
+161
New +$7.23K ﹤0.01% 478
2014
Q1 		– Sell
-28
Closed -$2K – 654
2013
Q4 		$2K Buy
+28
New +$1.97K ﹤0.01% 528

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

Gradient Investments's RDS.B Position: Q1 2022 in Review

Gradient Investments sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 990 shares — an estimated $43K sold.

Gradient Investments first reported a position in RDS.B in Q4 2013 and held it in 20 quarters. The position peaked at $49K in Q2 2018. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Gradient Investments reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Gradient Investments sold 990 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $43K.
  • Gradient Investments first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2013 and held it in 20 quarters.
  • Gradient Investments's Royal Dutch Shell PLC ADS Class B position peaked at $49K in Q2 2018.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.