LF
RDS.B

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

Lee Financial’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
-30
Closed -$1K – 1010
2021
Q4 		$1K Buy
+30
New +$1.35K ﹤0.01% 894
2018
Q3 		– Sell
-336
Closed -$19K – 770
2018
Q2 		$19K Hold
336
– – ﹤0.01% 361
2018
Q1 		$18K Buy
+336
New +$22.6K ﹤0.01% 371

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

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

Lee Financial sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 30 shares — an estimated $1K sold.

Lee Financial first reported a position in RDS.B in Q1 2018 and held it in 3 quarters. The position peaked at $19K in Q2 2018. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Lee Financial reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 30 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $1K.
  • Lee Financial first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2018 and held it in 3 quarters.
  • Lee Financial's Royal Dutch Shell PLC ADS Class B position peaked at $19K in Q2 2018.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.