Baldwin Wealth Partners’s Royal Bank of Canada RY Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-200	Closed	-$24.9K	–	850
2024 Q3	$24.9K	Hold	200	–	–	﹤0.01%	664
2024 Q2	$21.3K	Hold	200	–	–	﹤0.01%	453
2024 Q1	$20.2K	Sell	200 -100	-33%	-$9.87K	﹤0.01%	489
2023 Q4	$30.3K	Hold	300	–	–	﹤0.01%	445
2023 Q3	$26.2K	Hold	300	–	–	﹤0.01%	477
2023 Q2	$28.7K	Hold	300	–	–	﹤0.01%	493
2023 Q1	$28.7K	Hold	300	–	–	﹤0.01%	505
2022 Q4	$28.2K	Buy	+300	New	+$28.3K	﹤0.01%	502
2016 Q3	–	Sell	-320	Closed	-$19K	–	559
2016 Q2	$19K	Buy	+320	New	+$19.2K	﹤0.01%	347

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Baldwin Wealth Partners's RY Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Royal Bank of Canada (RY) in Q4 2024, closing a stake of 200 shares — an estimated $24.9K sold.

Baldwin Wealth Partners first reported a position in RY in Q2 2016 and held it in 9 quarters. The position peaked at $30.3K in Q4 2023. 776 funds tracked by Wall St. Rank hold RY as of Q4 2024.

Baldwin Wealth Partners reported no remaining Royal Bank of Canada position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 200 Royal Bank of Canada shares in Q4 2024, an estimated $24.9K.
Baldwin Wealth Partners first reported a position in Royal Bank of Canada in Q2 2016 and held it in 9 quarters.
Baldwin Wealth Partners's Royal Bank of Canada position peaked at $30.3K in Q4 2023.
776 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.