Adams Chetwood Wealth Management’s Royal Bank of Canada RY Stock Holding History

Adams Chetwood Wealth Management’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 Q1	$253K	Hold	2,293	–	–	0.14%	77
2021 Q4	$243K	Sell	2,293 -3,425	-60%	-$356K	0.17%	71
2021 Q3	$569K	Hold	5,718	–	–	0.41%	50
2021 Q2	$579K	Hold	5,718	–	–	0.41%	49
2021 Q1	$527K	Hold	5,718	–	–	0.4%	50
2020 Q4	$469K	Hold	5,718	–	–	0.39%	49
2020 Q3	$401K	Hold	5,718	–	–	0.39%	49
2020 Q2	$388K	Hold	5,718	–	–	0.39%	52
2020 Q1	$351K	Hold	5,718	–	–	0.41%	49
2019 Q4	$453K	Buy	+5,718	New	+$461K	0.46%	43

Other funds holding RY

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Adams Chetwood Wealth Management's RY Position: Q1 2022 in Review

Adams Chetwood Wealth Management held its Royal Bank of Canada (RY) position steady in Q1 2022 at 2,293 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #77.

Adams Chetwood Wealth Management first reported a position in RY in Q4 2019 and has held it in 10 quarters since. The position peaked at $579K in Q2 2021. 674 funds tracked by Wall St. Rank hold RY as of Q1 2022.

Adams Chetwood Wealth Management held 2,293 shares of Royal Bank of Canada worth $253K as of Q1 2022.
Adams Chetwood Wealth Management left its Royal Bank of Canada share count unchanged in Q1 2022.
Royal Bank of Canada made up 0.14% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #77 holding.
Adams Chetwood Wealth Management first reported a position in Royal Bank of Canada in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's Royal Bank of Canada position peaked at $579K in Q2 2021.
674 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.