SWM
RDS.B

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

Sugarloaf 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
-400
Closed -$19.5K – 786
2021
Q4 		$17K Sell
400
-356
-47% -$16.1K ﹤0.01% 453
2021
Q3 		$33K Hold
756
– – 0.01% 340
2021
Q2 		$29K Hold
756
– – 0.01% 359
2021
Q1 		$28 Hold
756
– – 0.01% 356
2020
Q4 		$25K Hold
756
– – 0.01% 348
2020
Q3 		$18K Sell
756
-68
-8% -$1.95K 0.01% 379
2020
Q2 		$25K Buy
824
+1
+0.1% +$33 0.01% 321
2020
Q1 		$27K Buy
823
+2
+0.2% +$94 0.01% 291
2019
Q4 		$49K Buy
+821
New +$48.3K 0.02% 253

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

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

Sugarloaf Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 400 shares — an estimated $19.5K sold.

Sugarloaf Wealth Management first reported a position in RDS.B in Q4 2019 and held it in 9 quarters. The position peaked at $49K in Q4 2019. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Sugarloaf Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 400 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $19.5K.
  • Sugarloaf Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2019 and held it in 9 quarters.
  • Sugarloaf Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $49K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.