Lake Point Wealth Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Lake Point Wealth Management’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	-7	Closed	–	–	504
2021 Q4	$0	Sell	7 -26	-79%	-$1.17K	﹤0.01%	504
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	397
2021 Q2	$1K	Buy	+33	New	+$1.24K	﹤0.01%	405
2020 Q1	$3K	Sell	107 -234	-69%	-$11K	﹤0.01%	250
2019 Q4	$20K	Buy	+341	New	+$20.1K	0.01%	210
2019 Q2	$31K	Hold	471	–	–	0.01%	200
2019 Q1	$31K	Sell	471 -51	-10%	-$3.22K	0.01%	200
2018 Q4	$31K	Buy	+522	New	+$33.3K	0.01%	299

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

Lake Point Wealth Management's RDS.B Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 7 shares.

Lake Point Wealth Management first reported a position in RDS.B in Q4 2018 and held it in 8 quarters. The position peaked at $31K in Q2 2019. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

Lake Point Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
Lake Point Wealth Management sold 7 Royal Dutch Shell PLC ADS Class B shares in Q1 2022.
Lake Point Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2018 and held it in 8 quarters.
Lake Point Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $31K in Q2 2019.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.