Caliber Wealth Management (Utah)’s Royal Bank of Canada RY Stock Holding History

Caliber Wealth Management (Utah)’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 Q1	–	Sell	-3,207	Closed	-$302K	–	83
2022 Q4	$302K	Buy	+3,207	New	+$303K	0.23%	78

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

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

Caliber Wealth Management (Utah)'s RY Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Royal Bank of Canada (RY) in Q1 2023, closing a stake of 3,207 shares — an estimated $302K sold.

Caliber Wealth Management (Utah) first reported a position in RY in Q4 2022 and held it in 1 quarter. The position peaked at $302K in Q4 2022. 663 funds tracked by Wall St. Rank hold RY as of Q1 2023.

Caliber Wealth Management (Utah) reported no remaining Royal Bank of Canada position as of Q1 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 3,207 Royal Bank of Canada shares in Q1 2023, an estimated $302K.
Caliber Wealth Management (Utah) first reported a position in Royal Bank of Canada in Q4 2022 and held it in 1 quarter.
Caliber Wealth Management (Utah)'s Royal Bank of Canada position peaked at $302K in Q4 2022.
663 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.