AWS
RY icon

Atria Wealth Solutions’s Royal Bank of Canada RY Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-2,005
Closed -$221K – 1859
2022
Q1 		$221K Buy
+2,005
New +$225K ﹤0.01% 1525

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atria Wealth Solutions's RY Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Royal Bank of Canada (RY) in Q2 2022, closing a stake of 2,005 shares — an estimated $221K sold.

Atria Wealth Solutions first reported a position in RY in Q1 2022 and held it in 1 quarter. The position peaked at $221K in Q1 2022. 645 funds tracked by Wall St. Rank hold RY as of Q2 2022.

  • Atria Wealth Solutions reported no remaining Royal Bank of Canada position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,005 Royal Bank of Canada shares in Q2 2022, an estimated $221K.
  • Atria Wealth Solutions first reported a position in Royal Bank of Canada in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Royal Bank of Canada position peaked at $221K in Q1 2022.
  • 645 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.