RBA
RDS.B

Richard Bernstein Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Richard Bernstein 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
-40,504
Closed -$1.76M – 285
2021
Q4 		$1.76M Hold
40,504
– – 0.03% 213
2021
Q3 		$1.79M Hold
40,504
– – 0.04% 217
2021
Q2 		$1.57M Hold
40,504
– – 0.03% 224
2021
Q1 		$1.49M Hold
40,504
– – 0.03% 224
2020
Q4 		$1.36M Hold
40,504
– – 0.03% 220
2020
Q3 		$981K Hold
40,504
– – 0.03% 197
2020
Q2 		$1.23M Buy
+40,504
New +$1.32M 0.04% 192
2018
Q1 		– Sell
-200
Closed -$14K – 352
2017
Q4 		$14K Buy
+200
New +$13K ﹤0.01% 310

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

Richard Bernstein Advisors's RDS.B Position: Q1 2022 in Review

Richard Bernstein Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 40,504 shares — an estimated $1.76M sold.

Richard Bernstein Advisors first reported a position in RDS.B in Q4 2017 and held it in 8 quarters. The position peaked at $1.79M in Q3 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Richard Bernstein Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Richard Bernstein Advisors sold 40,504 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $1.76M.
  • Richard Bernstein Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and held it in 8 quarters.
  • Richard Bernstein Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $1.79M in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Richard Bernstein Advisors's 13F filing for Q1 2022, filed 12 May 2022.