LFAS
RDS.B

Level Four Advisory Services’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Level Four Advisory 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
-22,877
Closed -$992K – 721
2021
Q4 		$992K Sell
22,877
-489
-2% -$22.1K 0.08% 255
2021
Q3 		$1.03M Sell
23,366
-369
-2% -$14.6K 0.11% 187
2021
Q2 		$922K Buy
23,735
+2,511
+12% +$94.6K 0.06% 285
2021
Q1 		$782K Buy
21,224
+15,077
+245% +$576K 0.06% 302
2020
Q4 		$207K Sell
6,147
-7,575
-55% -$225K 0.02% 561
2020
Q3 		$332K Sell
13,722
-1,485
-10% -$42.5K 0.03% 421
2020
Q2 		$463K Buy
15,207
+227
+2% +$7.42K 0.04% 377
2020
Q1 		$493K Buy
14,980
+66
+0.4% +$3.09K 0.06% 315
2019
Q4 		$6.13M Buy
14,914
+2,164
+17% +$127K 0.24% 125
2019
Q3 		$763K Sell
12,750
-26,158
-67% -$1.56M 0.08% 247
2019
Q2 		$2.56M Buy
38,908
+997
+3% +$64.8K 0.26% 84
2019
Q1 		$2.42M Buy
37,911
+7,340
+24% +$464K 0.27% 82
2018
Q4 		$1.83M Buy
30,571
+1,750
+6% +$112K 0.23% 103
2018
Q3 		$2.04M Sell
28,821
-9,807
-25% -$679K 0.22% 108
2018
Q2 		$2.81M Sell
38,628
-3,284
-8% -$236K 0.2% 109
2018
Q1 		$2.75M Buy
41,912
+3,411
+9% +$230K 0.21% 101
2017
Q4 		$2.63M Buy
38,501
+11,155
+41% +$723K 0.2% 103
2017
Q3 		$1.71M Buy
27,346
+16,581
+154% +$952K 0.15% 133
2017
Q2 		$599K Sell
10,765
-21,232
-66% -$1.18M 0.09% 218
2017
Q1 		$1.78M Buy
31,997
+10,022
+46% +$569K 0.18% 119
2016
Q4 		$1.27M Buy
+21,975
New +$1.2M 0.16% 139

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

Level Four Advisory Services's RDS.B Position: Q1 2022 in Review

Level Four Advisory Services sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 22,877 shares — an estimated $992K sold.

Level Four Advisory Services first reported a position in RDS.B in Q4 2016 and held it in 21 quarters. The position peaked at $6.13M in Q4 2019. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Level Four Advisory Services reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Level Four Advisory Services sold 22,877 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $992K.
  • Level Four Advisory Services first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2016 and held it in 21 quarters.
  • Level Four Advisory Services's Royal Dutch Shell PLC ADS Class B position peaked at $6.13M in Q4 2019.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Level Four Advisory Services's 13F filing for Q1 2022, filed 10 May 2022.