IA
RDS.B

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

IFP 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
-988
Closed -$44K – 4631
2021
Q4 		$44K Buy
988
+2
+0.2% +$90 ﹤0.01% 1609
2021
Q3 		$44K Sell
986
-129
-12% -$5.11K ﹤0.01% 1642
2021
Q2 		$44K Sell
1,115
-499
-31% -$18.8K ﹤0.01% 1590
2021
Q1 		$60K Sell
1,614
-250
-13% -$9.54K ﹤0.01% 1388
2020
Q4 		$63K Buy
1,864
+504
+37% +$15K ﹤0.01% 1345
2020
Q3 		$32K Buy
1,360
+183
+16% +$5.24K ﹤0.01% 1451
2020
Q2 		$36K Sell
1,177
-519
-31% -$17K ﹤0.01% 1355
2020
Q1 		$58K Sell
1,696
-64
-4% -$3K 0.01% 1055
2019
Q4 		$107K Sell
1,760
-3,310
-65% -$195K 0.01% 915
2019
Q3 		$303K Buy
+5,070
New +$303K 0.02% 628
2019
Q1 		$228K Sell
3,583
-7,076
-66% -$447K 0.03% 435
2018
Q4 		$634K Sell
10,659
-1,021
-9% -$65.2K 0.04% 471
2018
Q3 		$828K Buy
11,680
+603
+5% +$41.8K 0.03% 487
2018
Q2 		$805K Sell
11,077
-2,108
-16% -$152K 0.03% 482
2018
Q1 		$900K Hold
13,185
– – 0.04% 422
2017
Q4 		$900K Sell
13,185
-6,215
-32% -$403K 0.04% 422
2017
Q3 		$1.21M Sell
19,400
-428
-2% -$24.6K 0.05% 387
2017
Q2 		$1.08M Sell
19,828
-1,227
-6% -$68.3K 0.05% 415
2017
Q1 		$1.18M Buy
21,055
+461
+2% +$26.2K 0.05% 381
2016
Q4 		$1.19M Buy
20,594
+1,549
+8% +$84.8K 0.06% 346
2016
Q3 		$1.01M Buy
19,045
+3,918
+26% +$210K 0.05% 364
2016
Q2 		$847K Buy
15,127
+11,544
+322% +$594K 0.05% 384
2016
Q1 		$228K Sell
3,583
-11,938
-77% -$536K 0.03% 435
2015
Q4 		$715K Buy
+15,521
New +$785K 0.05% 388

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

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

IFP Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 988 shares — an estimated $44K sold.

IFP Advisors first reported a position in RDS.B in Q4 2015 and held it in 24 quarters. The position peaked at $1.21M in Q3 2017. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • IFP Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • IFP Advisors sold 988 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $44K.
  • IFP Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2015 and held it in 24 quarters.
  • IFP Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $1.21M in Q3 2017.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.