ACG Wealth’s Royal Bank of Canada RY Stock Holding History

ACG Wealth’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 Q3	$201K	Buy	2,232 +17	+0.8%	+$1.63K	0.05%	235
2022 Q2	$214K	Buy	2,215 +84	+4%	+$8.59K	0.04%	239
2022 Q1	$235K	Sell	2,131 -12	-0.6%	-$1.34K	0.04%	244
2021 Q4	$227K	Buy	2,143 +37	+2%	+$3.84K	0.03%	295
2021 Q3	$210K	Buy	2,106 +12	+0.6%	+$1.22K	0.03%	290
2021 Q2	$212K	Sell	2,094 -195	-9%	-$19.3K	0.03%	292
2021 Q1	$211K	Buy	+2,289	New	+$199K	0.03%	293
2019 Q4	–	Sell	-2,483	Closed	-$202K	–	340
2019 Q3	$202K	Buy	+2,483	New	+$194K	0.03%	312

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

ACG Wealth's RY Position: Q3 2022 in Review

ACG Wealth increased its Royal Bank of Canada (RY) stake by 0.77% in Q3 2022, buying an estimated $1.63K and bringing the position to 2,232 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #235.

ACG Wealth first reported a position in RY in Q3 2019 and has held it in 8 quarters since. The position peaked at $235K in Q1 2022. 615 funds tracked by Wall St. Rank hold RY as of Q3 2022.

ACG Wealth held 2,232 shares of Royal Bank of Canada worth $201K as of Q3 2022.
ACG Wealth bought 17 Royal Bank of Canada shares in Q3 2022, an estimated $1.63K.
Royal Bank of Canada made up 0.05% of ACG Wealth's portfolio in Q3 2022, its #235 holding.
ACG Wealth first reported a position in Royal Bank of Canada in Q3 2019 and has held it in 8 quarters since.
ACG Wealth's Royal Bank of Canada position peaked at $235K in Q1 2022.
615 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.