KIA
RDS.B

KCM Investment Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

KCM Investment 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
-16,221
Closed -$703K – 439
2021
Q4 		$703K Buy
16,221
+179
+1% +$8.07K 0.02% 252
2021
Q3 		$710K Buy
16,042
+188
+1% +$7.44K 0.03% 230
2021
Q2 		$616K Buy
15,854
+140
+0.9% +$5.27K 0.02% 245
2021
Q1 		$579K Buy
15,714
+136
+0.9% +$5.19K 0.03% 241
2020
Q4 		$524K Buy
15,578
+139
+0.9% +$4.14K 0.03% 233
2020
Q3 		$374K Buy
15,439
+191
+1% +$5.47K 0.02% 245
2020
Q2 		$464K Sell
15,248
-1,524
-9% -$49.8K 0.03% 234
2020
Q1 		$548K Buy
+16,772
New +$786K 0.04% 209

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

KCM Investment Advisors's RDS.B Position: Q1 2022 in Review

KCM Investment Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 16,221 shares — an estimated $703K sold.

KCM Investment Advisors first reported a position in RDS.B in Q1 2020 and held it in 8 quarters. The position peaked at $710K in Q3 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • KCM Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • KCM Investment Advisors sold 16,221 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $703K.
  • KCM Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2020 and held it in 8 quarters.
  • KCM Investment Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $710K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on KCM Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.