Bank of the West’s Royal Bank of Canada RY Stock Holding History

Bank of the West’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	-1,828	Closed	-$202K	–	221
2022 Q1	$202K	Buy	+1,828	New	+$205K	0.02%	215
2021 Q2	–	Sell	-2,328	Closed	-$215K	–	223
2021 Q1	$215K	Buy	+2,328	New	+$203K	0.02%	212
2020 Q1	–	Sell	-2,840	Closed	-$225K	–	273
2019 Q4	$225K	Buy	2,840 +42	+2%	+$3.38K	0.03%	254
2019 Q3	$227K	Sell	2,798 -400	-13%	-$31.2K	0.03%	255
2019 Q2	$254K	Hold	3,198	–	–	0.03%	250
2019 Q1	$242K	Sell	3,198 -318	-9%	-$24.1K	0.03%	260
2018 Q4	$241K	Hold	3,516	–	–	0.03%	261
2018 Q3	$282K	Hold	3,516	–	–	0.03%	262
2018 Q2	$265K	Sell	3,516 -350	-9%	-$26.8K	0.03%	269
2018 Q1	$299K	Hold	3,866	–	–	0.04%	264
2017 Q4	$316K	Sell	3,866 -400	-9%	-$31.7K	0.04%	245
2017 Q3	$330K	Hold	4,266	–	–	0.04%	243
2017 Q2	$309K	Hold	4,266	–	–	0.04%	251
2017 Q1	$311K	Hold	4,266	–	–	0.04%	250
2016 Q4	$289K	Hold	4,266	–	–	0.04%	250
2016 Q3	$264K	Hold	4,266	–	–	0.04%	262
2016 Q2	$252K	Buy	+4,266	New	+$256K	0.04%	270

Other funds holding RY

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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 $56.9B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B 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 $75.5B AUM 35.56% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return