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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return