WAP
RDS.B

Wealthcare Advisory Partners’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-2,217
Closed -$82K – 2074
2021
Q1 		$82K Sell
2,217
-7,186
-76% -$274K 0.01% 725
2020
Q4 		$316K Sell
9,403
-415
-4% -$12.3K 0.03% 311
2020
Q3 		$238K Sell
9,818
-563
-5% -$16.1K 0.03% 306
2020
Q2 		$316K Buy
10,381
+7,221
+229% +$236K 0.04% 235
2020
Q1 		$103K Sell
3,160
-785
-20% -$36.8K 0.02% 369
2019
Q4 		$237K Buy
3,945
+705
+22% +$41.5K 0.03% 269
2019
Q3 		$194K Buy
3,240
+2,873
+783% +$171K 0.03% 279
2019
Q2 		$24K Buy
367
+4
+1% +$260 ﹤0.01% 686
2019
Q1 		$23K Buy
363
+5
+1% +$316 ﹤0.01% 631
2018
Q4 		$21K Sell
358
-133
-27% -$8.5K ﹤0.01% 620
2018
Q3 		$35K Buy
491
+4
+0.8% +$277 0.01% 548
2018
Q2 		$35K Buy
487
+4
+0.8% +$288 0.01% 543
2018
Q1 		$32K Buy
483
+4
+0.8% +$269 0.01% 486
2017
Q4 		$33K Buy
479
+138
+40% +$8.95K 0.01% 444
2017
Q3 		$21K Buy
+341
New +$19.6K 0.01% 427

Other funds holding RDS.B

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wealthcare Advisory Partners's RDS.B Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2021, closing a stake of 2,217 shares — an estimated $82K sold.

Wealthcare Advisory Partners first reported a position in RDS.B in Q3 2017 and held it in 15 quarters. The position peaked at $316K in Q4 2020. 545 funds tracked by Wall St. Rank hold RDS.B as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 2,217 Royal Dutch Shell PLC ADS Class B shares in Q2 2021, an estimated $82K.
  • Wealthcare Advisory Partners first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2017 and held it in 15 quarters.
  • Wealthcare Advisory Partners's Royal Dutch Shell PLC ADS Class B position peaked at $316K in Q4 2020.
  • 545 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.