YWP
RDS.B

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

YorkBridge Wealth 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
2022
Q1 		– Sell
-8,512
Closed -$369K – 298
2021
Q4 		$369K Sell
8,512
-360
-4% -$16.2K 0.08% 208
2021
Q3 		$393K Buy
8,872
+707
+9% +$28K 0.1% 166
2021
Q2 		$317K Buy
8,165
+32
+0.4% +$1.21K 0.08% 196
2021
Q1 		$300K Buy
+8,133
New +$310K 0.09% 192
2020
Q1 		– Sell
-4,287
Closed -$257K – 188
2019
Q4 		$257K Buy
4,287
+73
+2% +$4.3K 0.12% 158
2019
Q3 		$252K Sell
4,214
-78
-2% -$4.66K 0.13% 150
2019
Q2 		$282K Sell
4,292
-362
-8% -$23.5K 0.13% 147
2019
Q1 		$298K Sell
4,654
-3,152
-40% -$199K 0.14% 136
2018
Q4 		$468K Sell
7,806
-406
-5% -$25.9K 0.25% 94
2018
Q3 		$588K Sell
8,212
-258
-3% -$17.9K 0.27% 87
2018
Q2 		$615K Buy
8,470
+1,742
+26% +$125K 0.27% 86
2018
Q1 		$470K Buy
6,728
+946
+16% +$63.7K 0.22% 99
2017
Q4 		$381K Buy
5,782
+1,173
+25% +$76K 0.18% 118
2017
Q3 		$288K Buy
4,609
+40
+0.9% +$2.3K 0.15% 136
2017
Q2 		$251K Buy
4,569
+125
+3% +$6.96K 0.13% 151
2017
Q1 		$239K Sell
4,444
-479
-10% -$27.2K 0.13% 150
2016
Q4 		$263K Buy
+4,923
New +$269K 0.16% 129

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

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

YorkBridge Wealth Partners sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 8,512 shares — an estimated $369K sold.

YorkBridge Wealth Partners first reported a position in RDS.B in Q4 2016 and held it in 17 quarters. The position peaked at $615K in Q2 2018. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • YorkBridge Wealth Partners reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 8,512 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $369K.
  • YorkBridge Wealth Partners first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2016 and held it in 17 quarters.
  • YorkBridge Wealth Partners's Royal Dutch Shell PLC ADS Class B position peaked at $615K in Q2 2018.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2022, filed 15 Apr 2022.