MWM
RDS.B

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

Mascoma 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
-54
Closed -$2K – 614
2021
Q4 		$2K Hold
54
– – ﹤0.01% 507
2021
Q3 		$2K Buy
+54
New +$2.14K ﹤0.01% 427
2021
Q2 		– Sell
-54
Closed -$2K – 466
2021
Q1 		$2K Buy
+54
New +$2.06K ﹤0.01% 421

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 $475M AUM 18.5% 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

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

Mascoma Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 54 shares — an estimated $2K sold.

Mascoma Wealth Management first reported a position in RDS.B in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Mascoma Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 54 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $2K.
  • Mascoma Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2021 and held it in 3 quarters.
  • Mascoma Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $2K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Mascoma Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.