WIM
RDS.B

Waverton Investment Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Waverton Investment 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
-11,000
Closed -$477K – 76
2021
Q4 		$477K Buy
11,000
+1,000
+10% +$45.1K 0.02% 68
2021
Q3 		$443K Hold
10,000
– – 0.02% 50
2021
Q2 		$388K Buy
+10,000
New +$377K 0.02% 51

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

Waverton Investment Management's RDS.B Position: Q1 2022 in Review

Waverton Investment Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 11,000 shares — an estimated $477K sold.

Waverton Investment Management first reported a position in RDS.B in Q2 2021 and held it in 3 quarters. The position peaked at $477K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Waverton Investment Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Waverton Investment Management sold 11,000 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $477K.
  • Waverton Investment Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2021 and held it in 3 quarters.
  • Waverton Investment Management's Royal Dutch Shell PLC ADS Class B position peaked at $477K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Waverton Investment Management's 13F filing for Q1 2022, filed 26 Apr 2022.