BDO Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

BDO Wealth Advisors’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 Q2	$25.3K	Hold	265	–	–	﹤0.01%	539
2023 Q1	$25.3K	Hold	265	–	–	﹤0.01%	544
2022 Q4	$24.9K	Hold	265	–	–	﹤0.01%	534
2022 Q3	$24K	Hold	265	–	–	﹤0.01%	534
2022 Q2	$26K	Hold	265	–	–	﹤0.01%	515
2022 Q1	$29K	Hold	265	–	–	﹤0.01%	534
2021 Q4	$28K	Hold	265	–	–	﹤0.01%	561
2021 Q3	$26K	Hold	265	–	–	﹤0.01%	560
2021 Q2	$27K	Hold	265	–	–	﹤0.01%	564
2021 Q1	$24K	Buy	+265	New	+$23.1K	﹤0.01%	589

Other funds holding RY

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's RY Position: Q2 2023 in Review

BDO Wealth Advisors held its Royal Bank of Canada (RY) position steady in Q2 2023 at 265 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

BDO Wealth Advisors first reported a position in RY in Q1 2021 and has held it in 10 quarters since. The position peaked at $29K in Q1 2022. 649 funds tracked by Wall St. Rank hold RY as of Q2 2023.

BDO Wealth Advisors held 265 shares of Royal Bank of Canada worth $25.3K as of Q2 2023.
BDO Wealth Advisors left its Royal Bank of Canada share count unchanged in Q2 2023.
Royal Bank of Canada made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #539 holding.
BDO Wealth Advisors first reported a position in Royal Bank of Canada in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Royal Bank of Canada position peaked at $29K in Q1 2022.
649 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.