BOK Financial Private Wealth’s Royal Bank of Canada RY Stock Holding History

BOK Financial Private Wealth’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	-25	Closed	-$2.39K	–	437
2023 Q1	$2.39K	Buy	+25	New	+$2.48K	﹤0.01%	410

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

BOK Financial Private Wealth's RY Position: Q2 2023 in Review

BOK Financial Private Wealth sold out of Royal Bank of Canada (RY) in Q2 2023, closing a stake of 25 shares — an estimated $2.39K sold.

BOK Financial Private Wealth first reported a position in RY in Q1 2023 and held it in 1 quarter. The position peaked at $2.39K in Q1 2023. 649 funds tracked by Wall St. Rank hold RY as of Q2 2023.

BOK Financial Private Wealth reported no remaining Royal Bank of Canada position as of Q2 2023 after selling out during the quarter.
BOK Financial Private Wealth sold 25 Royal Bank of Canada shares in Q2 2023, an estimated $2.39K.
BOK Financial Private Wealth first reported a position in Royal Bank of Canada in Q1 2023 and held it in 1 quarter.
BOK Financial Private Wealth's Royal Bank of Canada position peaked at $2.39K in Q1 2023.
649 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2023.

Based on BOK Financial Private Wealth's 13F filing for Q2 2023, filed 8 Aug 2023.