RWA
RDS.B

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

Roberts 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
-25,274
Closed -$1.13M – 98
2021
Q4 		$1.13M Buy
25,274
+29
+0.1% +$1.31K 0.41% 66
2021
Q3 		$1.12M Buy
+25,245
New +$999K 0.44% 60

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

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

Roberts Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 25,274 shares — an estimated $1.13M sold.

Roberts Wealth Advisors first reported a position in RDS.B in Q3 2021 and held it in 2 quarters. The position peaked at $1.13M in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Roberts Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Roberts Wealth Advisors sold 25,274 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $1.13M.
  • Roberts Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2021 and held it in 2 quarters.
  • Roberts Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $1.13M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Roberts Wealth Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.