SPIA
RDS.B

Steward Partners Investment Advisory’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Steward Partners Investment Advisory’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
-6,192
Closed -$268K – 3457
2021
Q4 		$268K Buy
6,192
+7
+0.1% +$316 ﹤0.01% 1187
2021
Q3 		$274K Sell
6,185
-3,545
-36% -$140K ﹤0.01% 1137
2021
Q2 		$378K Buy
9,730
+154
+2% +$5.8K 0.01% 1051
2021
Q1 		$353K Buy
9,576
+6,261
+189% +$239K 0.01% 1033
2020
Q4 		$111K Sell
3,315
-5,118
-61% -$152K ﹤0.01% 1322
2020
Q3 		$204K Sell
8,433
-888
-10% -$25.4K 0.01% 932
2020
Q2 		$284K Buy
9,321
+483
+5% +$15.8K 0.01% 774
2020
Q1 		$288K Sell
8,838
-13,063
-60% -$612K 0.01% 685
2019
Q4 		$1.31M Buy
21,901
+12,966
+145% +$763K 0.04% 384
2019
Q3 		$535K Sell
8,935
-4,744
-35% -$283K 0.02% 560
2019
Q2 		$899K Buy
13,679
+78
+0.6% +$5.07K 0.03% 412
2019
Q1 		$869K Buy
13,601
+750
+6% +$47.4K 0.04% 393
2018
Q4 		$770K Buy
12,851
+6,148
+92% +$393K 0.04% 389
2018
Q3 		$475K Sell
6,703
-1,370
-17% -$94.9K 0.02% 517
2018
Q2 		$587K Buy
8,073
+4,927
+157% +$355K 0.04% 430
2018
Q1 		$206K Buy
3,146
+1,506
+92% +$101K 0.01% 614
2017
Q4 		$111K Buy
1,640
+491
+43% +$31.8K 0.01% 623
2017
Q3 		$71K Hold
1,149
– – 0.01% 613
2017
Q2 		$62K Sell
1,149
-4,970
-81% -$277K 0.01% 578
2017
Q1 		$341K Buy
6,119
+5,463
+833% +$310K 0.05% 249
2016
Q4 		$38K Buy
+656
New +$35.9K 0.02% 360

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

Steward Partners Investment Advisory's RDS.B Position: Q1 2022 in Review

Steward Partners Investment Advisory sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 6,192 shares — an estimated $268K sold.

Steward Partners Investment Advisory first reported a position in RDS.B in Q4 2016 and held it in 21 quarters. The position peaked at $1.31M in Q4 2019. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Steward Partners Investment Advisory reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 6,192 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $268K.
  • Steward Partners Investment Advisory first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2016 and held it in 21 quarters.
  • Steward Partners Investment Advisory's Royal Dutch Shell PLC ADS Class B position peaked at $1.31M in Q4 2019.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2022, filed 2 May 2022.