OWA
RDS.B

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

One Wealth 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
-6,495
Closed -$282K – 234
2021
Q4 		$282K Sell
6,495
-5
-0.1% -$226 0.07% 143
2021
Q3 		$288K Buy
6,500
+111
+2% +$4.39K 0.08% 155
2021
Q2 		$248K Buy
6,389
+646
+11% +$24.3K 0.08% 146
2021
Q1 		$212K Buy
+5,743
New +$219K 0.08% 138
2019
Q2 		– Sell
-2,922
Closed -$187K – 537
2019
Q1 		$187K Buy
+2,922
New +$185K 0.15% 119
2018
Q4 		– Sell
-5,650
Closed -$401K – 533
2018
Q3 		$401K Sell
5,650
-3
-0.1% -$208 0.31% 53
2018
Q2 		$411K Sell
5,653
-290
-5% -$20.9K 0.33% 46
2018
Q1 		$389K Sell
5,943
-134
-2% -$9.02K 0.34% 45
2017
Q4 		$411K Buy
+6,077
New +$394K 0.33% 41

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 $914M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

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

One Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 6,495 shares — an estimated $282K sold.

One Wealth Advisors first reported a position in RDS.B in Q4 2017 and held it in 9 quarters. The position peaked at $411K in Q2 2018. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • One Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • One Wealth Advisors sold 6,495 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $282K.
  • One Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and held it in 9 quarters.
  • One Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $411K in Q2 2018.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on One Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.