MWM
RDS.B

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

Meridian 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
-8,266
Closed -$359K – 434
2021
Q4 		$359K Sell
8,266
-355
-4% -$16K 0.04% 291
2021
Q3 		$381K Buy
8,621
+855
+11% +$33.8K 0.05% 266
2021
Q2 		$302K Buy
7,766
+879
+13% +$33.1K 0.04% 298
2021
Q1 		$254K Buy
+6,887
New +$263K 0.04% 303
2020
Q1 		– Sell
-4,169
Closed -$249K – 257
2019
Q4 		$249K Buy
4,169
+150
+4% +$8.83K 0.12% 169
2019
Q3 		$241K Sell
4,019
-221
-5% -$13.2K 0.11% 168
2019
Q2 		$2.79K Buy
+4,240
New +$276K 0.11% 159
2018
Q3 		– Sell
-3,716
Closed -$270K – 209
2018
Q2 		$270K Buy
3,716
+275
+8% +$19.8K 0.13% 145
2018
Q1 		$220K Buy
3,441
+33
+1% +$2.22K 0.11% 162
2017
Q4 		$231K Hold
3,408
– – 0.14% 153
2017
Q3 		$213K Sell
3,408
-2,839
-45% -$163K 0.14% 158
2017
Q2 		$337K Buy
6,247
+2,444
+64% +$136K 0.21% 107
2017
Q1 		$212K Buy
+3,803
New +$216K 0.13% 155

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

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

Meridian Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 8,266 shares — an estimated $359K sold.

Meridian Wealth Management first reported a position in RDS.B in Q1 2017 and held it in 13 quarters. The position peaked at $381K in Q3 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Meridian Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 8,266 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $359K.
  • Meridian Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2017 and held it in 13 quarters.
  • Meridian Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $381K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Meridian Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.