Brandywine Oak Private Wealth’s Royal Bank of Canada RY Stock Holding History

Brandywine Oak 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
2020 Q4	–	Sell	-3,321	Closed	-$232K	–	278
2020 Q3	$232K	Sell	3,321 -529	-14%	-$38K	0.04%	230
2020 Q2	$261K	Sell	3,850 -1,750	-31%	-$111K	0.05%	190
2020 Q1	$347K	Sell	5,600 -1,417	-20%	-$105K	0.07%	143
2019 Q4	$555K	Sell	7,017 -213	-3%	-$17.2K	0.1%	102
2019 Q3	$586K	Buy	7,230 +1,497	+26%	+$117K	0.11%	94
2019 Q2	$455K	Buy	+5,733	New	+$448K	0.09%	114

Other funds holding RY

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Brandywine Oak Private Wealth's RY Position: Q4 2020 in Review

Brandywine Oak Private Wealth sold out of Royal Bank of Canada (RY) in Q4 2020, closing a stake of 3,321 shares — an estimated $232K sold.

Brandywine Oak Private Wealth first reported a position in RY in Q2 2019 and held it in 6 quarters. The position peaked at $586K in Q3 2019. 579 funds tracked by Wall St. Rank hold RY as of Q4 2020.

Brandywine Oak Private Wealth reported no remaining Royal Bank of Canada position as of Q4 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 3,321 Royal Bank of Canada shares in Q4 2020, an estimated $232K.
Brandywine Oak Private Wealth first reported a position in Royal Bank of Canada in Q2 2019 and held it in 6 quarters.
Brandywine Oak Private Wealth's Royal Bank of Canada position peaked at $586K in Q3 2019.
579 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2020, filed 8 Feb 2021.