IAA
RDS.B

Independent Advisor Alliance’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Independent Advisor Alliance’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
-10,077
Closed -$437K – 755
2021
Q4 		$437K Sell
10,077
-1,149
-10% -$51.8K 0.02% 425
2021
Q3 		$497K Sell
11,226
-658
-6% -$26.1K 0.03% 385
2021
Q2 		$461K Sell
11,884
-1,823
-13% -$68.7K 0.03% 408
2021
Q1 		$505K Buy
13,707
+810
+6% +$30.9K 0.03% 373
2020
Q4 		$433K Sell
12,897
-1,878
-13% -$55.9K 0.03% 367
2020
Q3 		$358K Sell
14,775
-2,015
-12% -$57.7K 0.03% 354
2020
Q2 		$511K Sell
16,790
-5,645
-25% -$185K 0.05% 268
2020
Q1 		$733K Buy
22,435
+15,051
+204% +$705K 0.11% 156
2019
Q4 		$443K Buy
7,384
+3,848
+109% +$227K 0.02% 560
2019
Q3 		$212K Buy
3,536
+106
+3% +$6.33K 0.03% 410
2019
Q2 		$225K Sell
3,430
-126
-4% -$8.19K 0.03% 357
2019
Q1 		$227K Buy
3,556
+103
+3% +$6.51K 0.03% 378
2018
Q4 		$207K Buy
+3,453
New +$221K 0.04% 366

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

Independent Advisor Alliance's RDS.B Position: Q1 2022 in Review

Independent Advisor Alliance sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 10,077 shares — an estimated $437K sold.

Independent Advisor Alliance first reported a position in RDS.B in Q4 2018 and held it in 13 quarters. The position peaked at $733K in Q1 2020. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Independent Advisor Alliance reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,077 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $437K.
  • Independent Advisor Alliance first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2018 and held it in 13 quarters.
  • Independent Advisor Alliance's Royal Dutch Shell PLC ADS Class B position peaked at $733K in Q1 2020.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.