SFA
RDS.B

Sequoia Financial Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Sequoia Financial 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
-5,713
Closed -$248K – 715
2021
Q4 		$248K Buy
+5,713
New +$258K 0.01% 492
2020
Q1 		– Sell
-3,391
Closed -$203K – 424
2019
Q4 		$203K Buy
+3,391
New +$200K 0.01% 362
2019
Q1 		– Sell
-5,207
Closed -$312K – 379
2018
Q4 		$312K Hold
5,207
– – 0.04% 201
2018
Q3 		$369K Sell
5,207
-515
-9% -$35.7K 0.04% 197
2018
Q2 		$416K Sell
5,722
-13
-0.2% -$936 0.04% 177
2018
Q1 		$376K Sell
5,735
-11
-0.2% -$740 0.04% 193
2017
Q4 		$392K Buy
5,746
+102
+2% +$6.61K 0.04% 193
2017
Q3 		$353K Buy
5,644
+7
+0.1% +$402 0.04% 191
2017
Q2 		$307K Buy
5,637
+5
+0.1% +$278 0.04% 205
2017
Q1 		$314K Sell
5,632
-42
-0.7% -$2.38K 0.04% 193
2016
Q4 		$329K Sell
5,674
-200
-3% -$10.9K 0.05% 182
2016
Q3 		$310K Buy
5,874
+133
+2% +$7.12K 0.06% 168
2016
Q2 		$321K Hold
5,741
– – 0.09% 160
2016
Q1 		$282K Buy
+5,741
New +$258K 0.09% 146

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

Sequoia Financial Advisors's RDS.B Position: Q1 2022 in Review

Sequoia Financial Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 5,713 shares — an estimated $248K sold.

Sequoia Financial Advisors first reported a position in RDS.B in Q1 2016 and held it in 14 quarters. The position peaked at $416K in Q2 2018. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Sequoia Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Sequoia Financial Advisors sold 5,713 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $248K.
  • Sequoia Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2016 and held it in 14 quarters.
  • Sequoia Financial Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $416K in Q2 2018.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Sequoia Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.