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

Wealth Alliance’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	-16,934	Closed	-$734K	–	490
2021 Q4	$734K	Buy	16,934 +1,714	+11%	+$77.3K	0.15%	159
2021 Q3	$673K	Buy	15,220 +2,375	+18%	+$94K	0.15%	152
2021 Q2	$499K	Buy	12,845 +159	+1%	+$5.99K	0.12%	194
2021 Q1	$467K	Sell	12,686 -266	-2%	-$10.2K	0.13%	185
2020 Q4	$435K	Buy	+12,952	New	+$385K	0.13%	192
2020 Q3	–	Sell	-9,350	Closed	-$285K	–	329
2020 Q2	$285K	Buy	9,350 +2,051	+28%	+$67K	0.11%	230
2020 Q1	$238K	Buy	+7,299	New	+$342K	0.13%	196

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

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

Wealth Alliance sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 16,934 shares — an estimated $734K sold.

Wealth Alliance first reported a position in RDS.B in Q1 2020 and held it in 7 quarters. The position peaked at $734K in Q4 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

Wealth Alliance reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
Wealth Alliance sold 16,934 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $734K.
Wealth Alliance first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2020 and held it in 7 quarters.
Wealth Alliance's Royal Dutch Shell PLC ADS Class B position peaked at $734K in Q4 2021.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Wealth Alliance's 13F filing for Q1 2022, filed 10 May 2022.