SWM
RDS.B

Spire Wealth Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Spire Wealth Management’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
-5,993
Closed -$260K – 3007
2021
Q4 		$260K Buy
5,993
+924
+18% +$41.7K 0.01% 977
2021
Q3 		$224K Sell
5,069
-44
-0.9% -$1.74K 0.01% 875
2021
Q2 		$199K Sell
5,113
-1,051
-17% -$39.6K 0.01% 947
2021
Q1 		$223K Buy
+6,164
New +$235K 0.01% 1019

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

Spire Wealth Management's RDS.B Position: Q1 2022 in Review

Spire Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 5,993 shares — an estimated $260K sold.

Spire Wealth Management first reported a position in RDS.B in Q1 2021 and held it in 4 quarters. The position peaked at $260K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Spire Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 5,993 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $260K.
  • Spire Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $260K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.