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

Liberty 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
2021 Q4	–	Sell	-24	Closed	-$1K	–	1217
2021 Q3	$1K	Buy	24 +14	+140%	+$554	﹤0.01%	1161
2021 Q2	$0	Hold	10	–	–	﹤0.01%	1211
2021 Q1	$0	Hold	10	–	–	﹤0.01%	1068
2020 Q4	$0	Buy	+10	New	+$298	﹤0.01%	1105
2020 Q3	–	Sell	-131	Closed	-$4K	–	983
2020 Q2	$4K	Buy	+131	New	+$4.28K	﹤0.01%	672
2020 Q1	–	Sell	-302	Closed	-$18K	–	1019
2019 Q4	$18K	Buy	302 +33	+12%	+$1.94K	0.01%	432
2019 Q3	$16K	Buy	+269	New	+$16.1K	0.02%	438

Other funds holding RDS.B

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Liberty Wealth Management's RDS.B Position: Q4 2021 in Review

Liberty Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2021, closing a stake of 24 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in RDS.B in Q3 2019 and held it in 7 quarters. The position peaked at $18K in Q4 2019. 566 funds tracked by Wall St. Rank hold RDS.B as of Q4 2021.

Liberty Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 24 Royal Dutch Shell PLC ADS Class B shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2019 and held it in 7 quarters.
Liberty Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $18K in Q4 2019.
566 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.