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BSW Wealth Partners’s Royal Bank of Canada RY Stock Holding History

BSW Wealth Partners’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
Q1 		– Sell
-2,745
Closed -$225K – 225
2020
Q4 		$225K Buy
+2,745
New +$212K 0.07% 160
2018
Q4 		– Sell
-2,540
Closed -$204K – 133
2018
Q3 		$204K Buy
+2,540
New +$199K 0.08% 131

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BSW Wealth Partners's RY Position: Q1 2021 in Review

BSW Wealth Partners sold out of Royal Bank of Canada (RY) in Q1 2021, closing a stake of 2,745 shares — an estimated $225K sold.

BSW Wealth Partners first reported a position in RY in Q3 2018 and held it in 2 quarters. The position peaked at $225K in Q4 2020. 588 funds tracked by Wall St. Rank hold RY as of Q1 2021.

  • BSW Wealth Partners reported no remaining Royal Bank of Canada position as of Q1 2021 after selling out during the quarter.
  • BSW Wealth Partners sold 2,745 Royal Bank of Canada shares in Q1 2021, an estimated $225K.
  • BSW Wealth Partners first reported a position in Royal Bank of Canada in Q3 2018 and held it in 2 quarters.
  • BSW Wealth Partners's Royal Bank of Canada position peaked at $225K in Q4 2020.
  • 588 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2021.

Based on BSW Wealth Partners's 13F filing for Q1 2021, filed 17 May 2021.