MGIA
RDS.B

Moneta Group Investment Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Moneta Group Investment 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
-6,413
Closed -$278K – 508
2021
Q4 		$278K Buy
6,413
+88
+1% +$3.97K 0.01% 391
2021
Q3 		$280K Sell
6,325
-731
-10% -$28.9K 0.01% 372
2021
Q2 		$274K Sell
7,056
-3
-0% -$113 0.01% 381
2021
Q1 		$260K Sell
7,059
-2,402
-25% -$91.7K 0.01% 365
2020
Q4 		$318K Buy
+9,461
New +$282K 0.02% 247
2020
Q1 		– Sell
-1,918
Closed -$115K – 303
2019
Q4 		$115K Buy
1,918
+1,467
+325% +$86.4K 0.01% 254
2019
Q3 		$27K Buy
+451
New +$26.9K ﹤0.01% 267
2018
Q3 		– Sell
-432
Closed -$31K – 396
2018
Q2 		$31K Buy
432
+399
+1,209% +$28.7K ﹤0.01% 339
2018
Q1 		$2K Buy
+33
New +$2.22K ﹤0.01% 566
2017
Q4 		– Sell
-4,075
Closed -$255K – 567
2017
Q3 		$255K Hold
4,075
– – 0.04% 172
2017
Q2 		$222K Hold
4,075
– – 0.04% 173
2017
Q1 		$228K Sell
4,075
-632
-13% -$35.9K 0.05% 143
2016
Q4 		$273K Buy
4,707
+632
+16% +$34.6K 0.06% 134
2016
Q3 		$215K Hold
4,075
– – 0.05% 133
2016
Q2 		$228K Hold
4,075
– – 0.05% 145
2016
Q1 		$200K Buy
+4,075
New +$183K 0.04% 159
2015
Q4 		– Sell
-4,075
Closed -$193K – 457
2015
Q3 		$193K Buy
+4,075
New +$220K 0.05% 130

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

Moneta Group Investment Advisors's RDS.B Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 6,413 shares — an estimated $278K sold.

Moneta Group Investment Advisors first reported a position in RDS.B in Q3 2015 and held it in 17 quarters. The position peaked at $318K in Q4 2020. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Moneta Group Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 6,413 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $278K.
  • Moneta Group Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2015 and held it in 17 quarters.
  • Moneta Group Investment Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $318K in Q4 2020.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.