Colton Groome Financial Advisors’s Royal Bank of Canada RY Stock Holding History

Colton Groome Financial Advisors’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 Q2	–	Sell	-20,321	Closed	-$1.94M	–	126
2023 Q1	$1.94M	Hold	20,321	–	–	0.93%	30
2022 Q4	$1.91M	Hold	20,321	–	–	0.94%	33
2022 Q3	$1.83M	Buy	20,321 +15,710	+341%	+$1.51M	0.93%	28
2022 Q2	$446K	Hold	4,611	–	–	0.22%	55
2022 Q1	$508K	Hold	4,611	–	–	0.24%	58
2021 Q4	$489K	Sell	4,611 -476	-9%	-$49.4K	0.2%	77
2021 Q3	$506K	Hold	5,087	–	–	0.22%	67
2021 Q2	$515K	Hold	5,087	–	–	0.24%	65
2021 Q1	$469K	Hold	5,087	–	–	0.26%	38
2020 Q4	$417K	Hold	5,087	–	–	0.27%	45
2020 Q3	$357K	Hold	5,087	–	–	0.25%	44
2020 Q2	$345K	Hold	5,087	–	–	0.25%	46
2020 Q1	$313K	Hold	5,087	–	–	0.26%	50
2019 Q4	$403K	Hold	5,087	–	–	0.29%	48
2019 Q3	$416K	Hold	5,087	–	–	0.31%	49
2019 Q2	$404K	Buy	+5,087	New	+$398K	0.32%	39

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

Norges Bank Oslo, Norway $1T AUM

Colton Groome Financial Advisors's RY Position: Q2 2023 in Review

Colton Groome Financial Advisors sold out of Royal Bank of Canada (RY) in Q2 2023, closing a stake of 20,321 shares — an estimated $1.94M sold.

Colton Groome Financial Advisors first reported a position in RY in Q2 2019 and held it in 16 quarters. The position peaked at $1.94M in Q1 2023. 649 funds tracked by Wall St. Rank hold RY as of Q2 2023.

Colton Groome Financial Advisors reported no remaining Royal Bank of Canada position as of Q2 2023 after selling out during the quarter.
Colton Groome Financial Advisors sold 20,321 Royal Bank of Canada shares in Q2 2023, an estimated $1.94M.
Colton Groome Financial Advisors first reported a position in Royal Bank of Canada in Q2 2019 and held it in 16 quarters.
Colton Groome Financial Advisors's Royal Bank of Canada position peaked at $1.94M in Q1 2023.
649 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.