IWA
RDS.B

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

IBEX Wealth 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
-118,535
Closed -$5.14M – 208
2021
Q4 		$5.14M Buy
+118,535
New +$5.35M 0.91% 34
2019
Q4 		– Sell
-54,042
Closed -$3.24M – 113
2019
Q3 		$3.24M Buy
54,042
+2,435
+5% +$145K 1.07% 34
2019
Q2 		$3.39M Buy
51,607
+5,617
+12% +$365K 0.98% 33
2019
Q1 		$2.94M Buy
45,990
+19,452
+73% +$1.23M 1.03% 32
2018
Q4 		$1.59M Sell
26,538
-2,489
-9% -$159K 0.73% 46
2018
Q3 		$2.08M Buy
29,027
+2,568
+10% +$178K 0.74% 57
2018
Q2 		$1.7M Hold
26,459
– – 0.68% 61
2018
Q1 		$1.7M Buy
26,459
+2,459
+10% +$165K 0.69% 60
2017
Q4 		$1.7M Buy
+24,000
New +$1.56M 0.75% 49
2017
Q1 		– Sell
-33
Closed -$2K – 421
2016
Q4 		$2K Buy
+33
New +$1.81K ﹤0.01% 440

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

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

IBEX Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 118,535 shares — an estimated $5.14M sold.

IBEX Wealth Advisors first reported a position in RDS.B in Q4 2016 and held it in 10 quarters. The position peaked at $5.14M in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • IBEX Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 118,535 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $5.14M.
  • IBEX Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2016 and held it in 10 quarters.
  • IBEX Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $5.14M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.