Atlas Capital Advisors’s Royal Bank of Canada RY Stock Holding History

Atlas Capital 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
2023 Q3	–	Sell	-374	Closed	-$35.7K	–	912
2023 Q2	$35.7K	Hold	374	–	–	0.01%	611
2023 Q1	$35.7K	Hold	374	–	–	0.01%	612
2022 Q4	$35.2K	Hold	374	–	–	0.01%	597
2022 Q3	$33.7K	Hold	374	–	–	0.01%	586
2022 Q2	$36.2K	Sell	374 -128	-25%	-$13.1K	0.01%	605
2022 Q1	$55.4K	Hold	502	–	–	0.01%	529
2021 Q4	$53.3K	Hold	502	–	–	0.01%	522
2021 Q3	$49.9K	Hold	502	–	–	0.01%	522
2021 Q2	$50.9K	Hold	502	–	–	0.01%	531
2021 Q1	$46.3K	Hold	502	–	–	0.01%	502
2020 Q4	$41.2K	Buy	+502	New	+$38.8K	0.01%	483
2020 Q2	–	Sell	-210	Closed	-$12.9K	–	728
2020 Q1	$12.9K	Sell	210 -5,769	-96%	-$428K	﹤0.01%	565
2019 Q4	$474K	Buy	+5,979	New	+$482K	0.12%	200

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

Atlas Capital Advisors's RY Position: Q3 2023 in Review

Atlas Capital Advisors sold out of Royal Bank of Canada (RY) in Q3 2023, closing a stake of 374 shares — an estimated $35.7K sold.

Atlas Capital Advisors first reported a position in RY in Q4 2019 and held it in 13 quarters. The position peaked at $474K in Q4 2019. 642 funds tracked by Wall St. Rank hold RY as of Q3 2023.

Atlas Capital Advisors reported no remaining Royal Bank of Canada position as of Q3 2023 after selling out during the quarter.
Atlas Capital Advisors sold 374 Royal Bank of Canada shares in Q3 2023, an estimated $35.7K.
Atlas Capital Advisors first reported a position in Royal Bank of Canada in Q4 2019 and held it in 13 quarters.
Atlas Capital Advisors's Royal Bank of Canada position peaked at $474K in Q4 2019.
642 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2023.

Based on Atlas Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.