Cherry Tree Wealth Management’s Royal Bank of Canada RY Stock Holding History

Cherry Tree Wealth Management’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	-59	Closed	-$6.65K	–	726
2025 Q1	$6.65K	Buy	+59	New	+$6.95K	﹤0.01%	490

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

Cherry Tree Wealth Management's RY Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Royal Bank of Canada (RY) in Q2 2025, closing a stake of 59 shares — an estimated $6.65K sold.

Cherry Tree Wealth Management first reported a position in RY in Q1 2025 and held it in 1 quarter. The position peaked at $6.65K in Q1 2025. 799 funds tracked by Wall St. Rank hold RY as of Q2 2025.

Cherry Tree Wealth Management reported no remaining Royal Bank of Canada position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 59 Royal Bank of Canada shares in Q2 2025, an estimated $6.65K.
Cherry Tree Wealth Management first reported a position in Royal Bank of Canada in Q1 2025 and held it in 1 quarter.
Cherry Tree Wealth Management's Royal Bank of Canada position peaked at $6.65K in Q1 2025.
799 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.