BCR Wealth Strategies’s Royal Bank of Canada RY Stock Holding History

BCR Wealth Strategies’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 Q4	–	Sell	-1,497	Closed	-$135K	–	85
2022 Q3	$135K	Hold	1,497	–	–	0.14%	24
2022 Q2	$145K	Hold	1,497	–	–	0.15%	22
2022 Q1	$165K	Hold	1,497	–	–	0.16%	21
2021 Q4	$159K	Buy	+1,497	New	+$155K	0.15%	20

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

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

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

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

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

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

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

BCR Wealth Strategies's RY Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Royal Bank of Canada (RY) in Q4 2022, closing a stake of 1,497 shares — an estimated $135K sold.

BCR Wealth Strategies first reported a position in RY in Q4 2021 and held it in 4 quarters. The position peaked at $165K in Q1 2022. 661 funds tracked by Wall St. Rank hold RY as of Q4 2022.

BCR Wealth Strategies reported no remaining Royal Bank of Canada position as of Q4 2022 after selling out during the quarter.
BCR Wealth Strategies sold 1,497 Royal Bank of Canada shares in Q4 2022, an estimated $135K.
BCR Wealth Strategies first reported a position in Royal Bank of Canada in Q4 2021 and held it in 4 quarters.
BCR Wealth Strategies's Royal Bank of Canada position peaked at $165K in Q1 2022.
661 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.