Anchor Investment Management’s Royal Bank of Canada RY Stock Holding History

Anchor Investment 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
2023 Q4	–	Sell	-252	Closed	-$22K	–	986
2023 Q3	$22K	Hold	252	–	–	﹤0.01%	636
2023 Q2	$24.1K	Hold	252	–	–	﹤0.01%	621
2023 Q1	$24.1K	Hold	252	–	–	﹤0.01%	644
2022 Q4	$23.7K	Hold	252	–	–	﹤0.01%	619
2022 Q3	$22.7K	Hold	252	–	–	﹤0.01%	612
2022 Q2	$24.4K	Hold	252	–	–	﹤0.01%	620
2022 Q1	$27.8K	Hold	252	–	–	﹤0.01%	617
2021 Q4	$26.7K	Hold	252	–	–	﹤0.01%	655
2021 Q3	$25.1K	Hold	252	–	–	﹤0.01%	612
2021 Q2	$25.5K	Hold	252	–	–	﹤0.01%	627
2021 Q1	$23.2K	Hold	252	–	–	﹤0.01%	613
2020 Q4	$20.7K	Hold	252	–	–	﹤0.01%	595
2020 Q3	$17.7K	Sell	252 -53	-17%	-$3.81K	﹤0.01%	582
2020 Q2	$20.7K	Hold	305	–	–	﹤0.01%	547
2020 Q1	$18.8K	Buy	305 +53	+21%	+$3.93K	﹤0.01%	545
2019 Q4	$20K	Hold	252	–	–	﹤0.01%	565
2019 Q3	$20.5K	Hold	252	–	–	﹤0.01%	561
2019 Q2	$20K	Sell	252 -210	-45%	-$16.4K	﹤0.01%	560
2019 Q1	$34.9K	Hold	462	–	–	0.01%	495
2018 Q4	$31.7K	Hold	462	–	–	0.01%	497
2018 Q3	$37K	Sell	462 -686	-60%	-$53.8K	0.01%	511
2018 Q2	$86.4K	Hold	1,148	–	–	0.02%	403
2018 Q1	$88.7K	Hold	1,148	–	–	0.02%	404
2017 Q4	$93.7K	Hold	1,148	–	–	0.02%	378
2017 Q3	$88.8K	Hold	1,148	–	–	0.03%	375
2017 Q2	$83.3K	Hold	1,148	–	–	0.03%	339
2017 Q1	$83.7K	Hold	1,148	–	–	0.03%	337
2016 Q4	$77.7K	Sell	1,148 -116	-9%	-$7.52K	0.03%	333
2016 Q3	$78.3K	Buy	1,264 +116	+10%	+$7.13K	0.03%	314
2016 Q2	$67.8K	Hold	1,148	–	–	0.03%	321
2016 Q1	$66.1K	Buy	+1,148	New	+$59.5K	0.03%	316

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Anchor Investment Management's RY Position: Q4 2023 in Review

Anchor Investment Management sold out of Royal Bank of Canada (RY) in Q4 2023, closing a stake of 252 shares — an estimated $22K sold.

Anchor Investment Management first reported a position in RY in Q1 2016 and held it in 31 quarters. The position peaked at $93.7K in Q4 2017. 676 funds tracked by Wall St. Rank hold RY as of Q4 2023.

Anchor Investment Management reported no remaining Royal Bank of Canada position as of Q4 2023 after selling out during the quarter.
Anchor Investment Management sold 252 Royal Bank of Canada shares in Q4 2023, an estimated $22K.
Anchor Investment Management first reported a position in Royal Bank of Canada in Q1 2016 and held it in 31 quarters.
Anchor Investment Management's Royal Bank of Canada position peaked at $93.7K in Q4 2017.
676 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.