Bellwether Advisors’s Royal Bank of Canada RY Stock Holding History

Bellwether 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	–	Sell	-48	Closed	-$4.59K	–	359
2023 Q1	$4.59K	Hold	48	–	–	﹤0.01%	312
2022 Q4	$4.51K	Hold	48	–	–	﹤0.01%	318
2022 Q3	$4K	Hold	48	–	–	﹤0.01%	344
2022 Q2	$4K	Hold	48	–	–	﹤0.01%	304
2022 Q1	$5K	Hold	48	–	–	﹤0.01%	371
2021 Q4	$5K	Hold	48	–	–	﹤0.01%	408
2021 Q3	$4K	Hold	48	–	–	﹤0.01%	402
2021 Q2	$4K	Hold	48	–	–	﹤0.01%	344
2021 Q1	$4K	Hold	48	–	–	﹤0.01%	318
2020 Q4	$3K	Buy	+48	New	+$3.71K	﹤0.01%	295

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bellwether Advisors's RY Position: Q2 2023 in Review

Bellwether Advisors sold out of Royal Bank of Canada (RY) in Q2 2023, closing a stake of 48 shares — an estimated $4.59K sold.

Bellwether Advisors first reported a position in RY in Q4 2020 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 649 funds tracked by Wall St. Rank hold RY as of Q2 2023.

Bellwether Advisors reported no remaining Royal Bank of Canada position as of Q2 2023 after selling out during the quarter.
Bellwether Advisors sold 48 Royal Bank of Canada shares in Q2 2023, an estimated $4.59K.
Bellwether Advisors first reported a position in Royal Bank of Canada in Q4 2020 and held it in 10 quarters.
Bellwether Advisors's Royal Bank of Canada position peaked at $5K in Q1 2022.
649 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.