LWA
RDS.B

Lenox Wealth Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Lenox Wealth 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
-1,915
Closed -$83K – 1054
2021
Q4 		$83K Hold
1,915
– – 0.01% 192
2021
Q3 		$85K Hold
1,915
– – 0.01% 170
2021
Q2 		$74K Buy
+1,915
New +$72.1K 0.01% 180
2018
Q2 		– Sell
-341
Closed -$22K – 670
2018
Q1 		$22K Buy
341
+180
+112% +$12.1K 0.01% 264
2017
Q4 		$11K Buy
+161
New +$10.4K ﹤0.01% 169

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

Lenox Wealth Advisors's RDS.B Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 1,915 shares — an estimated $83K sold.

Lenox Wealth Advisors first reported a position in RDS.B in Q4 2017 and held it in 5 quarters. The position peaked at $85K in Q3 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,915 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $83K.
  • Lenox Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and held it in 5 quarters.
  • Lenox Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $85K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.