GLLW
RDS.B

Graves Light Lenhart Wealth’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Graves Light Lenhart Wealth’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
-2,902
Closed -$126K – 768
2021
Q4 		$126K Hold
2,902
– – 0.02% 258
2021
Q3 		$128K Sell
2,902
-246
-8% -$9.74K 0.02% 238
2021
Q2 		$122K Sell
3,148
-144
-4% -$5.42K 0.02% 244
2021
Q1 		$121K Hold
3,292
– – 0.02% 246
2020
Q4 		$111K Buy
+3,292
New +$98K 0.02% 246
2020
Q2 		– Sell
-12,146
Closed -$397K – 173
2020
Q1 		$397K Sell
12,146
-41
-0.3% -$1.92K 0.11% 96
2019
Q4 		$731K Sell
12,187
-1,491
-11% -$87.8K 0.15% 81
2019
Q3 		$797K Sell
13,678
-973
-7% -$58.1K 0.18% 77
2019
Q2 		$963K Buy
14,651
+6
+0% +$390 0.23% 68
2019
Q1 		$937K Buy
14,645
+1,400
+11% +$88.5K 0.24% 68
2018
Q4 		$794K Buy
+13,245
New +$846K 0.23% 68

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

Graves Light Lenhart Wealth's RDS.B Position: Q1 2022 in Review

Graves Light Lenhart Wealth sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 2,902 shares — an estimated $126K sold.

Graves Light Lenhart Wealth first reported a position in RDS.B in Q4 2018 and held it in 11 quarters. The position peaked at $963K in Q2 2019. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Graves Light Lenhart Wealth reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 2,902 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $126K.
  • Graves Light Lenhart Wealth first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2018 and held it in 11 quarters.
  • Graves Light Lenhart Wealth's Royal Dutch Shell PLC ADS Class B position peaked at $963K in Q2 2019.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2022, filed 13 May 2022.