Carolinas Wealth Consulting’s Royal Bank of Canada RY Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-74	Closed	-$8.34K	–	757
2025 Q1	$8.34K	Buy	74 +2	+3%	+$236	﹤0.01%	546
2024 Q4	$8.68K	Hold	72	–	–	﹤0.01%	563
2024 Q3	$8.98K	Hold	72	–	–	﹤0.01%	576
2024 Q2	$7.66K	Buy	72 +4	+6%	+$411	﹤0.01%	597
2024 Q1	$6.86K	Buy	68 +11	+19%	+$1.09K	﹤0.01%	609
2023 Q4	$5.76K	Hold	57	–	–	﹤0.01%	602
2023 Q3	$4.55K	Hold	57	–	–	﹤0.01%	618
2023 Q2	$5.44K	Hold	57	–	–	﹤0.01%	666
2023 Q1	$5.45K	Hold	57	–	–	﹤0.01%	676
2022 Q4	$5.36K	Sell	57 -65	-53%	-$6.14K	﹤0.01%	684
2022 Q3	$11K	Buy	122 +1	+0.8%	+$96	﹤0.01%	558
2022 Q2	$12K	Hold	121	–	–	﹤0.01%	544
2022 Q1	$13K	Hold	121	–	–	﹤0.01%	567
2021 Q4	$13K	Hold	121	–	–	﹤0.01%	580
2021 Q3	$12K	Sell	121 -85,184	-100%	-$8.68M	﹤0.01%	562
2021 Q2	$8.64M	Buy	85,305 +266	+0.3%	+$26.4K	1.9%	16
2021 Q1	$7.84M	Buy	85,039 +293	+0.3%	+$25.5K	1.91%	17
2020 Q4	$6.95M	Buy	84,746 +300	+0.4%	+$23.2K	1.87%	17
2020 Q3	$5.92M	Buy	84,446 +322	+0.4%	+$23.1K	1.99%	16
2020 Q2	$5.7M	Buy	84,124 +362	+0.4%	+$23K	2.25%	15
2020 Q1	$5.16M	Buy	+83,762	New	+$6.22M	2.79%	11

Other funds holding RY

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Carolinas Wealth Consulting's RY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Royal Bank of Canada (RY) in Q2 2025, closing a stake of 74 shares — an estimated $8.34K sold.

Carolinas Wealth Consulting first reported a position in RY in Q1 2020 and held it in 21 quarters. The position peaked at $8.64M in Q2 2021. 799 funds tracked by Wall St. Rank hold RY as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Royal Bank of Canada position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 74 Royal Bank of Canada shares in Q2 2025, an estimated $8.34K.
Carolinas Wealth Consulting first reported a position in Royal Bank of Canada in Q1 2020 and held it in 21 quarters.
Carolinas Wealth Consulting's Royal Bank of Canada position peaked at $8.64M in Q2 2021.
799 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.