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	–	–	1.32%	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	2.29%	12

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Capital Wealth Planning's RY Position: Q1 2023 in Review

Capital Wealth Planning sold out of Royal Bank of Canada (RY) in Q1 2023, closing a stake of 10,100 shares — an estimated $950K sold.

Capital Wealth Planning first reported a position in RY in Q2 2013 and held it in 16 quarters. The position peaked at $3.57M in Q2 2014. 663 funds tracked by Wall St. Rank hold RY as of Q1 2023.

Capital Wealth Planning reported no remaining Royal Bank of Canada position as of Q1 2023 after selling out during the quarter.
Capital Wealth Planning sold 10,100 Royal Bank of Canada shares in Q1 2023, an estimated $950K.
Capital Wealth Planning first reported a position in Royal Bank of Canada in Q2 2013 and held it in 16 quarters.
Capital Wealth Planning's Royal Bank of Canada position peaked at $3.57M in Q2 2014.
663 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2023.

Based on Capital Wealth Planning's 13F filing for Q1 2023, filed 4 May 2023.