Spectrum Management Group’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Spectrum Management Group’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	-202	Closed	-$9K	–	367
2021 Q4	$9K	Hold	202	–	–	﹤0.01%	257
2021 Q3	$9K	Hold	202	–	–	﹤0.01%	300
2021 Q2	$8K	Hold	202	–	–	﹤0.01%	210
2021 Q1	$7K	Hold	202	–	–	﹤0.01%	205
2020 Q4	$7K	Hold	202	–	–	﹤0.01%	196
2020 Q3	$5K	Hold	202	–	–	﹤0.01%	231
2020 Q2	$6K	Hold	202	–	–	﹤0.01%	230
2020 Q1	$7K	Buy	+202	New	+$9.47K	﹤0.01%	198

Other funds holding RDS.B

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

Spectrum Management Group's RDS.B Position: Q1 2022 in Review

Spectrum Management Group sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 202 shares — an estimated $9K sold.

Spectrum Management Group first reported a position in RDS.B in Q1 2020 and held it in 8 quarters. The position peaked at $9K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

Spectrum Management Group reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
Spectrum Management Group sold 202 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $9K.
Spectrum Management Group first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2020 and held it in 8 quarters.
Spectrum Management Group's Royal Dutch Shell PLC ADS Class B position peaked at $9K in Q4 2021.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Spectrum Management Group's 13F filing for Q1 2022, filed 5 May 2022.