HA
RDS.B

Herold Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Herold Advisors’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
-15,100
Closed -$654K – 736
2021
Q4 		$654K Sell
15,100
-1,200
-7% -$54.1K 0.25% 108
2021
Q3 		$721K Buy
+16,300
New +$645K 0.28% 101

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

Herold Advisors's RDS.B Position: Q1 2022 in Review

Herold Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 15,100 shares — an estimated $654K sold.

Herold Advisors first reported a position in RDS.B in Q3 2021 and held it in 2 quarters. The position peaked at $721K in Q3 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Herold Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Herold Advisors sold 15,100 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $654K.
  • Herold Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $721K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Herold Advisors's 13F filing for Q1 2022, filed 9 May 2022.