MAM
RDS.B

McCarthy Asset Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

McCarthy Asset 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
-100
Closed -$4K – 346
2021
Q4 		$4K Hold
100
– – ﹤0.01% 225
2021
Q3 		$4K Hold
100
– – ﹤0.01% 229
2021
Q2 		$4K Hold
100
– – ﹤0.01% 278
2021
Q1 		$4K Hold
100
– – ﹤0.01% 244
2020
Q4 		$3K Buy
+100
New +$2.98K ﹤0.01% 252

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

McCarthy Asset Management's RDS.B Position: Q1 2022 in Review

McCarthy Asset Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 100 shares — an estimated $4K sold.

McCarthy Asset Management first reported a position in RDS.B in Q4 2020 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • McCarthy Asset Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • McCarthy Asset Management sold 100 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $4K.
  • McCarthy Asset Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2020 and held it in 5 quarters.
  • McCarthy Asset Management's Royal Dutch Shell PLC ADS Class B position peaked at $4K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on McCarthy Asset Management's 13F filing for Q1 2022, filed 11 May 2022.