Connectus Wealth’s Royal Bank of Canada RY Stock Holding History

Connectus Wealth’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
2024 Q1	–	Sell	-8,130	Closed	-$825K	–	488
2023 Q4	$825K	Sell	8,130 -100	-1%	-$8.81K	0.02%	361
2023 Q3	$720K	Buy	+8,230	New	+$765K	0.02%	360
2022 Q2	–	Sell	-11,023	Closed	-$1.17M	–	466
2022 Q1	$1.17M	Sell	11,023 -818	-7%	-$91.7K	0.04%	224
2021 Q4	$1.26M	Buy	+11,841	New	+$1.23M	0.05%	187

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Connectus Wealth's RY Position: Q1 2024 in Review

Connectus Wealth sold out of Royal Bank of Canada (RY) in Q1 2024, closing a stake of 8,130 shares — an estimated $825K sold.

Connectus Wealth first reported a position in RY in Q4 2021 and held it in 4 quarters. The position peaked at $1.26M in Q4 2021. 665 funds tracked by Wall St. Rank hold RY as of Q1 2024.

Connectus Wealth reported no remaining Royal Bank of Canada position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 8,130 Royal Bank of Canada shares in Q1 2024, an estimated $825K.
Connectus Wealth first reported a position in Royal Bank of Canada in Q4 2021 and held it in 4 quarters.
Connectus Wealth's Royal Bank of Canada position peaked at $1.26M in Q4 2021.
665 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.