Capital Wealth Planning’s Royal Bank of Canada RY Stock Holding History

Capital Wealth Planning’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	-10,100	Closed	-$950K	–	154
2022 Q4	$950K	Hold	10,100	–	–	0.01%	58
2022 Q3	$909K	Hold	10,100	–	–	0.02%	53
2022 Q2	$978K	Hold	10,100	–	–	0.02%	52
2022 Q1	$1.11M	Hold	10,100	–	–	0.02%	49
2021 Q4	$1.07M	Hold	10,100	–	–	0.02%	47
2021 Q3	$1M	Hold	10,100	–	–	0.03%	48
2021 Q2	$1.02M	Hold	10,100	–	–	0.03%	52
2021 Q1	$932K	Sell	10,100 -9,800	-49%	-$853K	0.03%	52
2020 Q4	$1.68M	Sell	19,900 -10,000	-33%	-$774K	0.06%	43
2020 Q3	$2.1M	Sell	29,900 -260	-0.9%	-$18.7K	0.1%	36
2020 Q2	$2.05M	Buy	+30,160	New	+$1.92M	0.12%	36
2016 Q3	–	Sell	-6,100	Closed	-$361K	–	91
2016 Q2	$361K	Buy	+6,100	New	+$367K	0.27%	53
2014 Q3	–	Sell	-50,000	Closed	-$3.57M	–	150
2014 Q2	$3.57M	Hold	50,000	–	–	1.34%	20
2014 Q1	$3.3M	Buy	+50,000	New	+$3.23M	1.42%	16
2013 Q4	–	Sell	-50,000	Closed	-$3.21M	–	125
2013 Q3	$3.21M	Hold	50,000	–	–	1.45%	17
2013 Q2	$2.92M	Buy	+50,000	New	+$2.99M	2.32%	12

Other funds holding RY

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return