NW
RDS.B

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

NewEdge Wealth’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
-7,483
Closed -$324K – 458
2021
Q4 		$324K Sell
7,483
-960
-11% -$43.3K 0.01% 333
2021
Q3 		$374K Buy
+8,443
New +$334K 0.02% 231

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

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

NewEdge Wealth sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 7,483 shares — an estimated $324K sold.

NewEdge Wealth first reported a position in RDS.B in Q3 2021 and held it in 2 quarters. The position peaked at $374K in Q3 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • NewEdge Wealth reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • NewEdge Wealth sold 7,483 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $324K.
  • NewEdge Wealth first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2021 and held it in 2 quarters.
  • NewEdge Wealth's Royal Dutch Shell PLC ADS Class B position peaked at $374K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

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