180 Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

180 Wealth Advisors’s Portfolio RY Stock Details RY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,083	Closed	-$339K	–	398
2022 Q1	$339K	Sell	3,083 -177	-5%	-$19.8K	0.07%	256
2021 Q4	$374K	Sell	3,260 -5,142	-61%	-$534K	0.08%	233
2021 Q3	$886K	Sell	8,402 -196	-2%	-$20K	0.2%	118
2021 Q2	$894K	Sell	8,598 -94	-1%	-$9.32K	0.2%	112
2021 Q1	$890K	Sell	8,692 -2,253	-21%	-$196K	0.22%	112
2020 Q4	$927K	Buy	10,945 +3,679	+51%	+$285K	0.27%	98
2020 Q3	$531K	Buy	7,266 +63	+0.9%	+$4.53K	0.2%	108
2020 Q2	$509K	Buy	7,203 +125	+2%	+$7.95K	0.2%	108
2020 Q1	$418K	Sell	7,078 -127	-2%	-$9.42K	0.22%	117
2019 Q4	$582K	Buy	7,205 +3	+0%	+$242	0.23%	116
2019 Q3	$580K	Sell	7,202 -1,502	-17%	-$117K	0.26%	107
2019 Q2	$677K	Buy	+8,704	New	+$680K	0.3%	94

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

180 Wealth Advisors's RY Position: Q2 2022 in Review

180 Wealth Advisors sold out of Royal Bank of Canada (RY) in Q2 2022, closing a stake of 3,083 shares — an estimated $339K sold.

180 Wealth Advisors first reported a position in RY in Q2 2019 and held it in 12 quarters. The position peaked at $927K in Q4 2020. 645 funds tracked by Wall St. Rank hold RY as of Q2 2022.

180 Wealth Advisors reported no remaining Royal Bank of Canada position as of Q2 2022 after selling out during the quarter.
180 Wealth Advisors sold 3,083 Royal Bank of Canada shares in Q2 2022, an estimated $339K.
180 Wealth Advisors first reported a position in Royal Bank of Canada in Q2 2019 and held it in 12 quarters.
180 Wealth Advisors's Royal Bank of Canada position peaked at $927K in Q4 2020.
645 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2022.

Based on 180 Wealth Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.