TA
RDS.B

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

TruWealth 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
-213,407
Closed -$9.25M – 137
2021
Q4 		$9.25M Buy
213,407
+7,886
+4% +$356K 0.94% 32
2021
Q3 		$9.1M Buy
205,521
+5,462
+3% +$216K 1.01% 30
2021
Q2 		$7.77M Buy
200,059
+7,241
+4% +$273K 0.91% 34
2021
Q1 		$7.1M Sell
192,818
-196,438
-50% -$7.5M 0.96% 29
2020
Q4 		$13.1M Buy
+389,256
New +$11.6M 1.95% 11

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

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

TruWealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 213,407 shares — an estimated $9.25M sold.

TruWealth Advisors first reported a position in RDS.B in Q4 2020 and held it in 5 quarters. The position peaked at $13.1M in Q4 2020. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • TruWealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • TruWealth Advisors sold 213,407 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $9.25M.
  • TruWealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2020 and held it in 5 quarters.
  • TruWealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $13.1M in Q4 2020.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on TruWealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.