VitalStone Financial’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

VitalStone Financial’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
2023 Q2	–	Sell	-405	Closed	-$18K	–	1091
2023 Q1	$18K	Buy	+405	New	+$18K	0.01%	176

Other funds holding RDS.B

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

WHC

Wulff, Hansen & Co San Rafael, California $130M AUM 31.91% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

VitalStone Financial's RDS.B Position: Q2 2023 in Review

VitalStone Financial sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2023, closing a stake of 405 shares — an estimated $18K sold.

VitalStone Financial first reported a position in RDS.B in Q1 2023 and held it in 1 quarter. The position peaked at $18K in Q1 2023. 3 funds tracked by Wall St. Rank hold RDS.B as of Q2 2023.

VitalStone Financial reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2023 after selling out during the quarter.
VitalStone Financial sold 405 Royal Dutch Shell PLC ADS Class B shares in Q2 2023, an estimated $18K.
VitalStone Financial first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2023 and held it in 1 quarter.
VitalStone Financial's Royal Dutch Shell PLC ADS Class B position peaked at $18K in Q1 2023.
3 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2023.

Based on VitalStone Financial's 13F filing for Q2 2023, filed 21 Aug 2023.