Buckingham Strategic Wealth’s Royal Bank of Canada RY Stock Holding History

Buckingham Strategic 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
2024 Q2	$464K	Buy	4,365 +390	+10%	+$40.1K	﹤0.01%	485
2024 Q1	$401K	Buy	3,975 +100	+3%	+$9.87K	﹤0.01%	518
2023 Q4	$392K	Buy	3,875 +1,194	+45%	+$105K	﹤0.01%	502
2023 Q3	$234K	Sell	2,681 -48	-2%	-$4.46K	﹤0.01%	590
2023 Q2	$261K	Buy	2,729 +592	+28%	+$56.5K	﹤0.01%	563
2023 Q1	$201K	Hold	2,137	–	–	﹤0.01%	570
2022 Q4	$201K	Sell	2,137 -2,425	-53%	-$229K	﹤0.01%	572
2022 Q3	$411K	Buy	4,562 +77	+2%	+$7.38K	0.01%	406
2022 Q2	$434K	Buy	4,485 +772	+21%	+$79K	0.01%	398
2022 Q1	$409K	Sell	3,713 -57	-2%	-$6.39K	0.01%	405
2021 Q4	$400K	Buy	3,770 +1,403	+59%	+$146K	0.01%	410
2021 Q3	$235K	Buy	+2,367	New	+$241K	﹤0.01%	524

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Buckingham Strategic Wealth's RY Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Royal Bank of Canada (RY) stake by 9.8% in Q2 2024, buying an estimated $40.1K and bringing the position to 4,365 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Buckingham Strategic Wealth first reported a position in RY in Q3 2021 and has held it in 12 quarters since. 674 funds tracked by Wall St. Rank hold RY as of Q2 2024.

Buckingham Strategic Wealth held 4,365 shares of Royal Bank of Canada worth $464K as of Q2 2024.
Buckingham Strategic Wealth bought 390 Royal Bank of Canada shares in Q2 2024, an estimated $40.1K.
Royal Bank of Canada made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #485 holding.
Buckingham Strategic Wealth first reported a position in Royal Bank of Canada in Q3 2021 and has held it in 12 quarters since.
674 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.