PFGIA
RDS.B

Patriot Financial Group Insurance Agency’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Patriot Financial Group Insurance Agency’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
-2,974
Closed -$129K – 2313
2021
Q4 		$129K Sell
2,974
-1,839
-38% -$83K 0.02% 580
2021
Q3 		$213K Buy
4,813
+278
+6% +$11K 0.04% 437
2021
Q2 		$176K Buy
4,535
+448
+11% +$16.9K 0.03% 463
2021
Q1 		$151K Buy
4,087
+269
+7% +$10.3K 0.03% 452
2020
Q4 		$128K Buy
3,818
+3,310
+652% +$98.5K 0.03% 435
2020
Q3 		$12K Hold
508
– – ﹤0.01% 987
2020
Q2 		$15K Buy
508
+29
+6% +$948 0.01% 845
2020
Q1 		$16K Buy
479
+351
+274% +$16.4K 0.01% 728
2019
Q4 		$8K Sell
128
-3
-2% -$177 ﹤0.01% 895
2019
Q3 		$8K Buy
131
+48
+58% +$2.87K ﹤0.01% 858
2019
Q2 		$5K Sell
83
-16
-16% -$1.04K ﹤0.01% 969
2019
Q1 		$6K Buy
99
+74
+296% +$4.68K ﹤0.01% 825
2018
Q4 		$1K Buy
+25
New +$1.6K ﹤0.01% 957
2018
Q2 		– Sell
-58
Closed -$4K – 948
2018
Q1 		$4K Buy
58
+19
+49% +$1.28K ﹤0.01% 800
2017
Q4 		$3K Hold
39
– – ﹤0.01% 847
2017
Q3 		$2K Hold
39
– – ﹤0.01% 852
2017
Q2 		$2K Buy
+39
New +$2.17K ﹤0.01% 854

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

Patriot Financial Group Insurance Agency's RDS.B Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 2,974 shares — an estimated $129K sold.

Patriot Financial Group Insurance Agency first reported a position in RDS.B in Q2 2017 and held it in 17 quarters. The position peaked at $213K in Q3 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,974 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $129K.
  • Patriot Financial Group Insurance Agency first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2017 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's Royal Dutch Shell PLC ADS Class B position peaked at $213K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.