MGWM
RDS.B

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

Marks Group 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
2022
Q1 		– Sell
-7,112
Closed -$315K – 339
2021
Q4 		$315K Buy
7,112
+2,220
+45% +$100K 0.04% 268
2021
Q3 		$222K Buy
+4,892
New +$194K 0.03% 272

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

Marks Group Wealth Management's RDS.B Position: Q1 2022 in Review

Marks Group Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 7,112 shares — an estimated $315K sold.

Marks Group Wealth Management first reported a position in RDS.B in Q3 2021 and held it in 2 quarters. The position peaked at $315K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Marks Group Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 7,112 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $315K.
  • Marks Group Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2021 and held it in 2 quarters.
  • Marks Group Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $315K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Marks Group Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.