SBL
RDS.B

Sargent Bickham Lagudis’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Sargent Bickham Lagudis’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
-161
Closed -$7K – 1053
2021
Q4 		$7K Sell
161
-37
-19% -$1.67K ﹤0.01% 767
2021
Q3 		$9K Hold
198
– – ﹤0.01% 742
2021
Q2 		$8K Hold
198
– – ﹤0.01% 753
2021
Q1 		$7K Sell
198
-1,490
-88% -$56.9K ﹤0.01% 765
2020
Q4 		$57K Sell
1,688
-98
-5% -$2.92K 0.01% 406
2020
Q3 		$43K Sell
1,786
-21,892
-92% -$627K ﹤0.01% 405
2020
Q2 		$721K Buy
23,678
+1,826
+8% +$59.7K 0.08% 123
2020
Q1 		$714K Buy
21,852
+9,808
+81% +$460K 0.09% 127
2019
Q4 		$722K Sell
12,044
-6,921
-36% -$407K 0.08% 130
2019
Q3 		$1.14M Buy
18,965
+1,044
+6% +$62.3K 0.14% 109
2019
Q2 		$1.18M Buy
17,921
+513
+3% +$33.4K 0.14% 113
2019
Q1 		$1.11M Buy
17,408
+2,238
+15% +$141K 0.13% 115
2018
Q4 		$909K Sell
15,170
-3,895
-20% -$249K 0.12% 113
2018
Q3 		$1.35M Buy
19,065
+3,681
+24% +$255K 0.16% 107
2018
Q2 		$1.12M Buy
15,384
+4,364
+40% +$314K 0.14% 108
2018
Q1 		$722K Buy
11,020
+10,870
+7,247% +$732K 0.09% 125
2017
Q4 		$10K Hold
150
– – ﹤0.01% 615
2017
Q3 		$9K Hold
150
– – ﹤0.01% 637
2017
Q2 		$8K Sell
150
-100
-40% -$5.57K ﹤0.01% 614
2017
Q1 		$14K Hold
250
– – ﹤0.01% 543
2016
Q4 		$14K Sell
250
-689
-73% -$37.7K ﹤0.01% 514
2016
Q3 		$50 Buy
+939
New +$50.3K 0.01% 346

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

Sargent Bickham Lagudis's RDS.B Position: Q1 2022 in Review

Sargent Bickham Lagudis sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 161 shares — an estimated $7K sold.

Sargent Bickham Lagudis first reported a position in RDS.B in Q3 2016 and held it in 22 quarters. The position peaked at $1.35M in Q3 2018. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Sargent Bickham Lagudis reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 161 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $7K.
  • Sargent Bickham Lagudis first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2016 and held it in 22 quarters.
  • Sargent Bickham Lagudis's Royal Dutch Shell PLC ADS Class B position peaked at $1.35M in Q3 2018.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2022, filed 27 Apr 2022.