KFS
RDS.B

Kelly Financial Services’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Kelly Financial Services’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
-249
Closed -$10.8K – 716
2021
Q4 		$10.8K Buy
249
+3
+1% +$135 0.01% 335
2021
Q3 		$10.9K Sell
246
-9,211
-97% -$365K 0.01% 317
2021
Q2 		$244K Buy
9,457
+9,216
+3,824% +$347K 0.01% 275
2021
Q1 		$8.89K Buy
241
+2
+0.8% +$76 0.01% 319
2020
Q4 		$8.04K Buy
239
+2
+0.8% +$60 0.01% 306
2020
Q3 		$5.74K Buy
237
+3
+1% +$86 ﹤0.01% 318
2020
Q2 		$7.13K Buy
234
+2
+0.9% +$65 0.01% 290
2020
Q1 		$7.58K Buy
232
+7
+3% +$328 0.01% 247
2019
Q4 		$13.5K Buy
225
+4
+2% +$235 0.01% 201
2019
Q3 		$13.3K Buy
221
+3
+1% +$179 0.01% 193
2019
Q2 		$14.3K Buy
218
+3
+1% +$195 0.01% 188
2019
Q1 		$13.7K Buy
+215
New +$13.6K 0.02% 186

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

Kelly Financial Services's RDS.B Position: Q1 2022 in Review

Kelly Financial Services sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 249 shares — an estimated $10.8K sold.

Kelly Financial Services first reported a position in RDS.B in Q1 2019 and held it in 12 quarters. The position peaked at $244K in Q2 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Kelly Financial Services reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Kelly Financial Services sold 249 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $10.8K.
  • Kelly Financial Services first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2019 and held it in 12 quarters.
  • Kelly Financial Services's Royal Dutch Shell PLC ADS Class B position peaked at $244K in Q2 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Kelly Financial Services's 13F filing for Q1 2022, filed 17 Jul 2024.