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

JFS 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
2022 Q1	–	Sell	-1,419	Closed	-$62K	–	2025
2021 Q4	$62K	Buy	1,419 +362	+34%	+$16.3K	0.01%	386
2021 Q3	$47K	Buy	1,057 +545	+106%	+$21.6K	﹤0.01%	421
2021 Q2	$20K	Sell	512 -24	-4%	-$904	﹤0.01%	373
2021 Q1	$20K	Buy	536 +527	+5,856%	+$20.1K	﹤0.01%	340
2020 Q4	$0	Hold	9	–	–	﹤0.01%	648
2020 Q3	$0	Hold	9	–	–	﹤0.01%	609
2020 Q2	$0	Hold	9	–	–	﹤0.01%	590
2020 Q1	$0	Hold	9	–	–	﹤0.01%	585
2019 Q4	$1K	Hold	9	–	–	﹤0.01%	505
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	511
2019 Q2	$1K	Hold	9	–	–	﹤0.01%	454
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	456
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	443
2018 Q3	$1K	Sell	9 -4	-31%	-$277	﹤0.01%	516
2018 Q2	$1K	Hold	13	–	–	﹤0.01%	449
2018 Q1	$1K	Hold	13	–	–	﹤0.01%	511
2017 Q4	$1K	Sell	13 -30	-70%	-$1.94K	﹤0.01%	521
2017 Q3	$3K	Hold	43	–	–	﹤0.01%	415
2017 Q2	$2K	Hold	43	–	–	﹤0.01%	399
2017 Q1	$2K	Hold	43	–	–	﹤0.01%	417
2016 Q4	$2K	Sell	43 -43	-50%	-$2.35K	﹤0.01%	417
2016 Q3	$5K	Hold	86	–	–	﹤0.01%	428
2016 Q2	$5K	Hold	86	–	–	﹤0.01%	437
2016 Q1	$4K	Hold	86	–	–	﹤0.01%	470
2015 Q4	$4K	Sell	86 -100	-54%	-$5.06K	﹤0.01%	473
2015 Q3	$9K	Hold	186	–	–	﹤0.01%	364
2015 Q2	$11K	Hold	186	–	–	0.01%	358
2015 Q1	$12K	Hold	186	–	–	0.01%	345
2014 Q4	$13K	Hold	186	–	–	﹤0.01%	347
2014 Q3	$15K	Hold	186	–	–	﹤0.01%	297
2014 Q2	$16K	Buy	+186	New	+$15.5K	﹤0.01%	281

Other funds holding RDS.B

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

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

JFS Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 1,419 shares — an estimated $62K sold.

JFS Wealth Advisors first reported a position in RDS.B in Q2 2014 and held it in 31 quarters. The position peaked at $62K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

JFS Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
JFS Wealth Advisors sold 1,419 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $62K.
JFS Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2014 and held it in 31 quarters.
JFS Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $62K in Q4 2021.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.