Acorn Financial Advisory Services’s Royal Bank of Canada RY Stock Holding History

Acorn Financial Advisory Services’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
2021 Q1	–	Sell	-5,842	Closed	-$479K	–	212
2020 Q4	$479K	Hold	5,842	–	–	0.19%	128
2020 Q3	$410K	Hold	5,842	–	–	0.21%	120
2020 Q2	$396K	Hold	5,842	–	–	0.28%	118
2020 Q1	$360K	Buy	5,842 +275	+5%	+$20.4K	0.36%	102
2019 Q4	$441K	Buy	+5,567	New	+$448K	0.37%	91

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acorn Financial Advisory Services's RY Position: Q1 2021 in Review

Acorn Financial Advisory Services sold out of Royal Bank of Canada (RY) in Q1 2021, closing a stake of 5,842 shares — an estimated $479K sold.

Acorn Financial Advisory Services first reported a position in RY in Q4 2019 and held it in 5 quarters. The position peaked at $479K in Q4 2020. 588 funds tracked by Wall St. Rank hold RY as of Q1 2021.

Acorn Financial Advisory Services reported no remaining Royal Bank of Canada position as of Q1 2021 after selling out during the quarter.
Acorn Financial Advisory Services sold 5,842 Royal Bank of Canada shares in Q1 2021, an estimated $479K.
Acorn Financial Advisory Services first reported a position in Royal Bank of Canada in Q4 2019 and held it in 5 quarters.
Acorn Financial Advisory Services's Royal Bank of Canada position peaked at $479K in Q4 2020.
588 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2021, filed 12 Apr 2021.