IWM
RDS.B

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

IHT 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
2021
Q3 		– Sell
-5,441
Closed -$211K – 1009
2021
Q2 		$211K Buy
+5,441
New +$205K 0.01% 854
2020
Q1 		– Sell
-10,109
Closed -$606K – 666
2019
Q4 		$606K Sell
10,109
-381
-4% -$22.4K 0.07% 294
2019
Q3 		$628K Buy
10,490
+1,949
+23% +$116K 0.09% 278
2019
Q2 		$561K Buy
8,541
+449
+6% +$29.2K 0.08% 263
2019
Q1 		$517K Buy
8,092
+3,839
+90% +$243K 0.09% 260
2018
Q4 		$255K Buy
4,253
+180
+4% +$11.5K 0.05% 370
2018
Q3 		$289K Buy
+4,073
New +$282K 0.06% 333
2018
Q2 		– Sell
-2,562
Closed -$165K – 1492
2018
Q1 		$165K Sell
2,562
-587
-19% -$39.5K 0.04% 387
2017
Q4 		$223K Buy
3,149
+1,302
+70% +$84.4K 0.06% 331
2017
Q3 		$115K Buy
1,847
+1,407
+320% +$80.8K 0.05% 328
2017
Q2 		$435 Hold
440
– – 0.21% 117
2017
Q1 		$23K Sell
440
-1,168
-73% -$66.3K 0.02% 630
2016
Q4 		$95K Buy
+1,608
New +$88K 0.07% 279

Other funds holding RDS.B

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IHT Wealth Management's RDS.B Position: Q3 2021 in Review

IHT Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2021, closing a stake of 5,441 shares — an estimated $211K sold.

IHT Wealth Management first reported a position in RDS.B in Q4 2016 and held it in 13 quarters. The position peaked at $628K in Q3 2019. 535 funds tracked by Wall St. Rank hold RDS.B as of Q3 2021.

  • IHT Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2021 after selling out during the quarter.
  • IHT Wealth Management sold 5,441 Royal Dutch Shell PLC ADS Class B shares in Q3 2021, an estimated $211K.
  • IHT Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2016 and held it in 13 quarters.
  • IHT Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $628K in Q3 2019.
  • 535 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.