HWM
RDS.B

Hohimer Wealth Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Hohimer Wealth Management’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
-162,379
Closed -$7.04M – 234
2021
Q4 		$7.04M Sell
162,379
-10,328
-6% -$466K 1.48% 12
2021
Q3 		$7.65M Sell
172,707
-5,055
-3% -$200K 1.6% 7
2021
Q2 		$6.9M Buy
+177,762
New +$6.69M 1.41% 9
2020
Q1 		– Sell
-21,992
Closed -$1.32M – 238
2019
Q4 		$1.32M Buy
+21,992
New +$1.29M 0.46% 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

Hohimer Wealth Management's RDS.B Position: Q1 2022 in Review

Hohimer Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 162,379 shares — an estimated $7.04M sold.

Hohimer Wealth Management first reported a position in RDS.B in Q4 2019 and held it in 4 quarters. The position peaked at $7.65M in Q3 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Hohimer Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Hohimer Wealth Management sold 162,379 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $7.04M.
  • Hohimer Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2019 and held it in 4 quarters.
  • Hohimer Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $7.65M in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Hohimer Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.