IWC
RDS.B

Integrated Wealth Concepts’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Integrated Wealth Concepts’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
-8,193
Closed -$355K – 1072
2021
Q4 		$355K Buy
8,193
+496
+6% +$22.4K 0.01% 706
2021
Q3 		$341K Buy
7,697
+1,697
+28% +$67.2K 0.01% 693
2021
Q2 		$233K Sell
6,000
-836
-12% -$31.5K 0.01% 728
2021
Q1 		$252K Sell
6,836
-913
-12% -$34.9K 0.01% 631
2020
Q4 		$260K Sell
7,749
-987
-11% -$29.4K 0.01% 547
2020
Q3 		$212K Buy
+8,736
New +$250K 0.01% 534
2020
Q2 		– Sell
-6,692
Closed -$219K – 526
2020
Q1 		$219K Sell
6,692
-2,887
-30% -$135K 0.02% 377
2019
Q4 		$574K Buy
+9,579
New +$564K 0.05% 244

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

Integrated Wealth Concepts's RDS.B Position: Q1 2022 in Review

Integrated Wealth Concepts sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 8,193 shares — an estimated $355K sold.

Integrated Wealth Concepts first reported a position in RDS.B in Q4 2019 and held it in 8 quarters. The position peaked at $574K in Q4 2019. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Integrated Wealth Concepts reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 8,193 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $355K.
  • Integrated Wealth Concepts first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2019 and held it in 8 quarters.
  • Integrated Wealth Concepts's Royal Dutch Shell PLC ADS Class B position peaked at $574K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Integrated Wealth Concepts's 13F filing for Q1 2022, filed 12 May 2022.