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

Legacy Wealth Asset 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	-19,875	Closed	-$862K	–	346
2021 Q4	$862K	Buy	19,875 +11,173	+128%	+$504K	0.29%	133
2021 Q3	$385K	Buy	8,702 +247	+3%	+$9.78K	0.18%	208
2021 Q2	$328K	Buy	8,455 +9	+0.1%	+$339	0.15%	236
2021 Q1	$311K	Sell	8,446 -317	-4%	-$12.1K	0.14%	240
2020 Q4	$295K	Buy	+8,763	New	+$261K	0.15%	231

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

Legacy Wealth Asset Management's RDS.B Position: Q1 2022 in Review

Legacy Wealth Asset Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 19,875 shares — an estimated $862K sold.

Legacy Wealth Asset Management first reported a position in RDS.B in Q4 2020 and held it in 5 quarters. The position peaked at $862K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

Legacy Wealth Asset Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
Legacy Wealth Asset Management sold 19,875 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $862K.
Legacy Wealth Asset Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2020 and held it in 5 quarters.
Legacy Wealth Asset Management's Royal Dutch Shell PLC ADS Class B position peaked at $862K in Q4 2021.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2022, filed 12 May 2022.