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

Baystate 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
2023 Q4	$5.72K	Hold	56	–	–	﹤0.01%	858
2023 Q3	$4.9K	Hold	56	–	–	﹤0.01%	688
2023 Q2	$5.35K	Buy	56 +27	+93%	+$2.58K	﹤0.01%	689
2023 Q1	$2.81K	Hold	29	–	–	﹤0.01%	785
2022 Q4	$3K	Buy	29 +1	+4%	+$94	﹤0.01%	758
2022 Q3	$3K	Hold	28	–	–	﹤0.01%	712
2022 Q2	$3K	Hold	28	–	–	﹤0.01%	731
2022 Q1	$3K	Hold	28	–	–	﹤0.01%	721
2021 Q4	$3K	Buy	+28	New	+$2.91K	﹤0.01%	723

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Baystate Wealth Management's RY Position: Q4 2023 in Review

Baystate Wealth Management held its Royal Bank of Canada (RY) position steady in Q4 2023 at 56 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Baystate Wealth Management first reported a position in RY in Q4 2021 and has held it in 9 quarters since. 675 funds tracked by Wall St. Rank hold RY as of Q4 2023.

Baystate Wealth Management held 56 shares of Royal Bank of Canada worth $5.72K as of Q4 2023.
Baystate Wealth Management left its Royal Bank of Canada share count unchanged in Q4 2023.
Royal Bank of Canada made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #858 holding.
Baystate Wealth Management first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 9 quarters since.
675 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.