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Baker Avenue Asset Management’s Royal Bank of Canada RY Stock Holding History

Baker Avenue Asset 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
-430
Closed -$37.6K – 1271
2023
Q3 		$37.6K Hold
430
– – ﹤0.01% 558
2023
Q2 		$41.1K Hold
430
– – ﹤0.01% 550
2023
Q1 		$41.1K Hold
430
– – ﹤0.01% 557
2022
Q4 		$40.4K Buy
+430
New +$40.6K ﹤0.01% 525

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

Baker Avenue Asset Management's RY Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Royal Bank of Canada (RY) in Q4 2023, closing a stake of 430 shares — an estimated $37.6K sold.

Baker Avenue Asset Management first reported a position in RY in Q4 2022 and held it in 4 quarters. The position peaked at $41.1K in Q1 2023. 675 funds tracked by Wall St. Rank hold RY as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Royal Bank of Canada position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 430 Royal Bank of Canada shares in Q4 2023, an estimated $37.6K.
  • Baker Avenue Asset Management first reported a position in Royal Bank of Canada in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Royal Bank of Canada position peaked at $41.1K in Q1 2023.
  • 675 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.