IWA
RDS.B

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

Intercontinental 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
2021
Q4 		– Sell
-8,136
Closed -$360K – 296
2021
Q3 		$360K Sell
8,136
-5,465
-40% -$216K 0.08% 207
2021
Q2 		$528K Buy
+13,601
New +$512K 0.1% 170

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Intercontinental Wealth Advisors's RDS.B Position: Q4 2021 in Review

Intercontinental Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2021, closing a stake of 8,136 shares — an estimated $360K sold.

Intercontinental Wealth Advisors first reported a position in RDS.B in Q2 2021 and held it in 2 quarters. The position peaked at $528K in Q2 2021. 566 funds tracked by Wall St. Rank hold RDS.B as of Q4 2021.

  • Intercontinental Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2021 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 8,136 Royal Dutch Shell PLC ADS Class B shares in Q4 2021, an estimated $360K.
  • Intercontinental Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2021 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $528K in Q2 2021.
  • 566 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2021.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.