Sutton Wealth Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Sutton Wealth 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	-43	Closed	-$1.86K	–	1753
2021 Q4	$1.86K	Hold	43	–	–	﹤0.01%	1212
2021 Q3	$1.9K	Hold	43	–	–	﹤0.01%	1175
2021 Q2	$1.67K	Hold	43	–	–	﹤0.01%	1184
2021 Q1	$1.58K	Hold	43	–	–	﹤0.01%	1165
2020 Q4	$1.45K	Sell	43 -95	-69%	-$2.83K	﹤0.01%	1145
2020 Q3	$3.34K	Hold	138	–	–	﹤0.01%	1008
2020 Q2	$4.2K	Hold	138	–	–	﹤0.01%	952
2020 Q1	$4.51K	Hold	138	–	–	﹤0.01%	841
2019 Q4	$8.28K	Hold	138	–	–	﹤0.01%	863
2019 Q3	$8.27K	Hold	138	–	–	﹤0.01%	843
2019 Q2	$9.07K	Hold	138	–	–	0.01%	798
2019 Q1	$8.82K	Hold	138	–	–	0.01%	816
2018 Q4	$8.27K	Sell	138 -348	-72%	-$22.2K	0.01%	787
2018 Q3	$34.5K	Hold	486	–	–	0.02%	394
2018 Q2	$35.3K	Hold	486	–	–	0.02%	384
2018 Q1	$31.8K	Hold	486	–	–	0.02%	398
2017 Q4	$33.2K	Hold	486	–	–	0.02%	388
2017 Q3	$30.4K	Hold	486	–	–	0.02%	400
2017 Q2	$26.5K	Hold	486	–	–	0.02%	437
2017 Q1	$27.1K	Hold	486	–	–	0.02%	398
2016 Q4	$28.2K	Hold	486	–	–	0.03%	387
2016 Q3	$25.7K	Hold	486	–	–	0.02%	392
2016 Q2	$27.2K	Hold	486	–	–	0.03%	360
2016 Q1	$23.9K	Buy	+486	New	+$21.8K	0.02%	391

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

Sutton Wealth Advisors's RDS.B Position: Q1 2022 in Review

Sutton Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 43 shares — an estimated $1.86K sold.

Sutton Wealth Advisors first reported a position in RDS.B in Q1 2016 and held it in 24 quarters. The position peaked at $35.3K in Q2 2018. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

Sutton Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 43 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $1.86K.
Sutton Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2016 and held it in 24 quarters.
Sutton Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $35.3K in Q2 2018.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Sutton Wealth Advisors's 13F filing for Q1 2022, filed 7 Nov 2023.