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Alera Investment Advisors’s Royal Bank of Canada RY Stock Holding History

Alera Investment 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
2024
Q3 		$377K Sell
3,025
-132
-4% -$15.2K 0.04% 173
2024
Q2 		$336K Buy
+3,157
New +$325K 0.04% 180
2019
Q2 		– Sell
-459
Closed -$35K – 820
2019
Q1 		$35K Buy
459
+45
+11% +$3.4K 0.02% 209
2018
Q4 		$28K Buy
+414
New +$30.2K 0.02% 237

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Alera Investment Advisors's RY Position: Q3 2024 in Review

Alera Investment Advisors reduced its Royal Bank of Canada (RY) stake by 4.2% in Q3 2024, selling an estimated $15.2K and leaving 3,025 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #173.

Alera Investment Advisors first reported a position in RY in Q4 2018 and has held it in 4 quarters since. 723 funds tracked by Wall St. Rank hold RY as of Q3 2024.

  • Alera Investment Advisors held 3,025 shares of Royal Bank of Canada worth $377K as of Q3 2024.
  • Alera Investment Advisors sold 132 Royal Bank of Canada shares in Q3 2024, an estimated $15.2K.
  • Royal Bank of Canada made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #173 holding.
  • Alera Investment Advisors first reported a position in Royal Bank of Canada in Q4 2018 and has held it in 4 quarters since.
  • 723 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.