Brewin Dolphin Wealth Management’s Royal Bank of Canada RY Stock Holding History

Brewin Dolphin Wealth Management’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
2022 Q2	$237K	Hold	2,450	–	–	0.03%	118
2022 Q1	$270K	Hold	2,450	–	–	0.03%	118
2021 Q4	$260K	Hold	2,450	–	–	0.03%	122
2021 Q3	$244K	Hold	2,450	–	–	0.03%	125
2021 Q2	$248K	Hold	2,450	–	–	0.03%	120
2021 Q1	$226K	Hold	2,450	–	–	0.03%	109
2020 Q4	$201K	Hold	2,450	–	–	0.03%	106
2020 Q3	$172K	Hold	2,450	–	–	0.03%	110
2020 Q2	$166K	Hold	2,450	–	–	0.04%	106
2020 Q1	$151K	Hold	2,450	–	–	0.08%	76
2019 Q4	$194K	Hold	2,450	–	–	0.09%	78
2019 Q3	$199K	Hold	2,450	–	–	0.1%	70
2019 Q2	$195K	Hold	2,450	–	–	0.1%	74
2019 Q1	$185K	Hold	2,450	–	–	0.1%	75
2018 Q4	$168K	Hold	2,450	–	–	0.1%	77
2018 Q3	$196K	Hold	2,450	–	–	0.11%	76
2018 Q2	$184K	Hold	2,450	–	–	0.11%	74
2018 Q1	$189K	Buy	+2,450	New	+$199K	0.12%	74

Other funds holding RY

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brewin Dolphin Wealth Management's RY Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Royal Bank of Canada (RY) position steady in Q2 2022 at 2,450 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #118.

Brewin Dolphin Wealth Management first reported a position in RY in Q1 2018 and has held it in 18 quarters since. The position peaked at $270K in Q1 2022. 645 funds tracked by Wall St. Rank hold RY as of Q2 2022.

Brewin Dolphin Wealth Management held 2,450 shares of Royal Bank of Canada worth $237K as of Q2 2022.
Brewin Dolphin Wealth Management left its Royal Bank of Canada share count unchanged in Q2 2022.
Royal Bank of Canada made up 0.03% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #118 holding.
Brewin Dolphin Wealth Management first reported a position in Royal Bank of Canada in Q1 2018 and has held it in 18 quarters since.
Brewin Dolphin Wealth Management's Royal Bank of Canada position peaked at $270K in Q1 2022.
645 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.