TI
RDS.B

tru Independence’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

tru Independence’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
-150,182
Closed -$6.51M – 217
2021
Q4 		$6.51M Sell
150,182
-309
-0.2% -$13.9K 1.78% 16
2021
Q3 		$6.66M Sell
150,491
-2,851
-2% -$113K 1.86% 8
2021
Q2 		$5.96M Buy
153,342
+457
+0.3% +$17.2K 1.75% 22
2021
Q1 		$5.63M Sell
152,885
-9,976
-6% -$381K 1.07% 32
2020
Q4 		$5.48K Buy
162,861
+115,076
+241% +$3.42M 0.01% 283
2020
Q3 		$1.16M Sell
47,785
-47,610
-50% -$1.36M 0.33% 68
2020
Q2 		$2.9K Buy
95,395
+6,415
+7% +$210K 0.42% 63
2020
Q1 		$2.91K Sell
88,980
-89,110
-50% -$4.18M 0.47% 58
2019
Q4 		$8.25M Buy
+178,090
New +$10.5M 1.19% 25

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 $475M AUM 18.5% 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

tru Independence's RDS.B Position: Q1 2022 in Review

tru Independence sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 150,182 shares — an estimated $6.51M sold.

tru Independence first reported a position in RDS.B in Q4 2019 and held it in 9 quarters. The position peaked at $8.25M in Q4 2019. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • tru Independence reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • tru Independence sold 150,182 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $6.51M.
  • tru Independence first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2019 and held it in 9 quarters.
  • tru Independence's Royal Dutch Shell PLC ADS Class B position peaked at $8.25M in Q4 2019.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on tru Independence's 13F filing for Q1 2022, filed 28 Apr 2022.