Atlas Private Wealth Management’s Royal Bank of Canada RY Stock Holding History

Atlas Private 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
2021 Q1	–	Sell	-854	Closed	-$70K	–	431
2020 Q4	$70K	Buy	854 +6	+0.7%	+$464	0.05%	170
2020 Q3	$59K	Buy	848 +7	+0.8%	+$503	0.05%	174
2020 Q2	$57K	Buy	841 +8	+1%	+$509	0.05%	187
2020 Q1	$51K	Buy	833 +6	+0.7%	+$445	0.05%	181
2019 Q4	$66K	Buy	+827	New	+$66.6K	0.05%	187

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

Atlas Private Wealth Management's RY Position: Q1 2021 in Review

Atlas Private Wealth Management sold out of Royal Bank of Canada (RY) in Q1 2021, closing a stake of 854 shares — an estimated $70K sold.

Atlas Private Wealth Management first reported a position in RY in Q4 2019 and held it in 5 quarters. The position peaked at $70K in Q4 2020. 588 funds tracked by Wall St. Rank hold RY as of Q1 2021.

Atlas Private Wealth Management reported no remaining Royal Bank of Canada position as of Q1 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 854 Royal Bank of Canada shares in Q1 2021, an estimated $70K.
Atlas Private Wealth Management first reported a position in Royal Bank of Canada in Q4 2019 and held it in 5 quarters.
Atlas Private Wealth Management's Royal Bank of Canada position peaked at $70K in Q4 2020.
588 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2021.

Based on Atlas Private Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.