WMA
RDS.B

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

Wealth Management Associates’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
2020
Q3 		– Sell
-12,732
Closed -$388K – 166
2020
Q2 		$388K Buy
+12,732
New +$416K 0.33% 73

Other funds holding RDS.B

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Wealth Management Associates's RDS.B Position: Q3 2020 in Review

Wealth Management Associates sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2020, closing a stake of 12,732 shares — an estimated $388K sold.

Wealth Management Associates first reported a position in RDS.B in Q2 2020 and held it in 1 quarter. The position peaked at $388K in Q2 2020. 485 funds tracked by Wall St. Rank hold RDS.B as of Q3 2020.

  • Wealth Management Associates reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2020 after selling out during the quarter.
  • Wealth Management Associates sold 12,732 Royal Dutch Shell PLC ADS Class B shares in Q3 2020, an estimated $388K.
  • Wealth Management Associates first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2020 and held it in 1 quarter.
  • Wealth Management Associates's Royal Dutch Shell PLC ADS Class B position peaked at $388K in Q2 2020.
  • 485 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2020.

Based on Wealth Management Associates's 13F filing for Q3 2020, filed 28 May 2025.