Berman Capital Advisors’s Royal Bank of Canada RY Stock Holding History

Berman Capital 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
2021 Q3	$8K	Buy	87 +4	+5%	+$408	﹤0.01%	1273
2021 Q2	$8K	Buy	83 +25	+43%	+$2.48K	﹤0.01%	1211
2021 Q1	$5K	Buy	58 +32	+123%	+$2.79K	﹤0.01%	1286
2020 Q4	$2K	Sell	26 -156	-86%	-$12.1K	﹤0.01%	1434
2020 Q3	$12K	Sell	182 -63	-26%	-$4.53K	﹤0.01%	747
2020 Q2	$16K	Buy	245 +24	+11%	+$1.53K	﹤0.01%	615
2020 Q1	$13K	Buy	221 +34	+18%	+$2.52K	﹤0.01%	609
2019 Q4	$14K	Hold	187	–	–	﹤0.01%	635
2019 Q3	$15K	Buy	187 +1	+0.5%	+$78	﹤0.01%	598
2019 Q2	$14K	Hold	186	–	–	﹤0.01%	623
2019 Q1	$14K	Buy	186 +68	+58%	+$5.14K	﹤0.01%	558
2018 Q4	$8K	Buy	+118	New	+$8.61K	﹤0.01%	569

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 $115B AUM 41.58% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Berman Capital Advisors's RY Position: Q3 2021 in Review

Berman Capital Advisors increased its Royal Bank of Canada (RY) stake by 4.8% in Q3 2021, buying an estimated $408 and bringing the position to 87 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Berman Capital Advisors first reported a position in RY in Q4 2018 and has held it in 12 quarters since. The position peaked at $16K in Q2 2020. 614 funds tracked by Wall St. Rank hold RY as of Q3 2021.

Berman Capital Advisors held 87 shares of Royal Bank of Canada worth $8K as of Q3 2021.
Berman Capital Advisors bought 4 Royal Bank of Canada shares in Q3 2021, an estimated $408.
Royal Bank of Canada made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1273 holding.
Berman Capital Advisors first reported a position in Royal Bank of Canada in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Royal Bank of Canada position peaked at $16K in Q2 2020.
614 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.