JMPWA
RDS.B

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

JP Morgan Private 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
-50,341
Closed -$2.18M – 2111
2021
Q4 		$2.18M Sell
50,341
-3,603
-7% -$163K ﹤0.01% 874
2021
Q3 		$2.39M Buy
53,944
+1,529
+3% +$60.5K 0.01% 832
2021
Q2 		$2.04M Buy
52,415
+12,012
+30% +$452K 0.01% 872
2021
Q1 		$1.49M Sell
40,403
-12,142
-23% -$464K ﹤0.01% 877
2020
Q4 		$1.77M Sell
52,545
-9,185
-15% -$273K 0.01% 786
2020
Q3 		$1.5M Buy
61,730
+31,960
+107% +$916K 0.01% 733
2020
Q2 		$906K Sell
29,770
-11,041
-27% -$361K ﹤0.01% 848
2020
Q1 		$1.33M Sell
40,811
-34,857
-46% -$1.63M 0.01% 631
2019
Q4 		$4.54M Sell
75,668
-3,365
-4% -$198K 0.02% 443
2019
Q3 		$4.73M Buy
79,033
+1,813
+2% +$108K 0.02% 410
2019
Q2 		$5.08M Sell
77,220
-7,543
-9% -$490K 0.03% 382
2019
Q1 		$5.42M Sell
84,763
-747
-0.9% -$47.2K 0.03% 390
2018
Q4 		$5.13M Sell
85,510
-6,074
-7% -$388K 0.03% 355
2018
Q3 		$6.5M Buy
91,584
+8,960
+11% +$621K 0.03% 376
2018
Q2 		$6M Buy
82,624
+20,350
+33% +$1.46M 0.03% 364
2018
Q1 		$4.08M Buy
62,274
+15,240
+32% +$1.03M 0.03% 362
2017
Q4 		$3.21M Buy
47,034
+2,291
+5% +$148K 0.02% 398
2017
Q3 		$2.8M Sell
44,743
-6,323
-12% -$363K 0.02% 410
2017
Q2 		$2.78M Sell
51,066
-9,439
-16% -$525K 0.02% 404
2017
Q1 		$3.38M Buy
60,505
+10,186
+20% +$578K 0.03% 371
2016
Q4 		$2.92M Buy
50,319
+1,967
+4% +$108K 0.03% 367
2016
Q3 		$2.55M Buy
48,352
+1,653
+4% +$88.5K 0.02% 387
2016
Q2 		$2.62M Sell
46,699
-5,796
-11% -$298K 0.03% 388
2016
Q1 		$2.58M Buy
52,495
+35,188
+203% +$1.58M 0.02% 352
2015
Q4 		$797K Buy
17,307
+7,849
+83% +$397K 0.01% 583
2015
Q3 		$449K Sell
9,458
-7,872
-45% -$424K 0.01% 653
2015
Q2 		$993K Buy
17,330
+5,225
+43% +$323K 0.01% 506
2015
Q1 		$759K Buy
12,105
+233
+2% +$15.4K 0.01% 601
2014
Q4 		$826K Buy
11,872
+1,072
+10% +$77.3K 0.01% 579
2014
Q3 		$854K Buy
10,800
+5,282
+96% +$445K 0.01% 547
2014
Q2 		$480K Sell
5,518
-422
-7% -$35.1K 0.01% 580
2014
Q1 		$463K Buy
5,940
+873
+17% +$66.2K 0.01% 590
2013
Q4 		$381K Sell
5,067
-440
-8% -$31K 0.01% 502
2013
Q3 		$379K Buy
5,507
+181
+3% +$12.4K 0.01% 475
2013
Q2 		$353K Buy
+5,326
New +$364K 0.01% 471

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

JP Morgan Private Wealth Advisors's RDS.B Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 50,341 shares — an estimated $2.18M sold.

JP Morgan Private Wealth Advisors first reported a position in RDS.B in Q2 2013 and held it in 35 quarters. The position peaked at $6.5M in Q3 2018. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 50,341 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $2.18M.
  • JP Morgan Private Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and held it in 35 quarters.
  • JP Morgan Private Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $6.5M in Q3 2018.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.