LWA
RDS.B

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

Lowe 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
-15
Closed -$1K – 346
2021
Q4 		$1K Hold
15
– – ﹤0.01% 295
2021
Q3 		$1K Hold
15
– – ﹤0.01% 280
2021
Q2 		$1K Hold
15
– – ﹤0.01% 275
2021
Q1 		$1K Hold
15
– – ﹤0.01% 271
2020
Q4 		$1K Hold
15
– – ﹤0.01% 263
2020
Q3 		$0 Buy
+15
New +$430 ﹤0.01% 295
2015
Q3 		– Sell
-19
Closed -$1K – 252
2015
Q2 		$1K Buy
+19
New +$1.18K ﹤0.01% 223

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

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

Lowe Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 15 shares — an estimated $1K sold.

Lowe Wealth Advisors first reported a position in RDS.B in Q2 2015 and held it in 7 quarters. The position peaked at $1K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Lowe Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Lowe Wealth Advisors sold 15 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $1K.
  • Lowe Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2015 and held it in 7 quarters.
  • Lowe Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $1K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Lowe Wealth Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.