CSat Investment Advisory’s Royal Bank of Canada RY Stock Holding History

CSat Investment Advisory’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
2021 Q1	$871K	Sell	9,444 -175	-2%	-$15.2K	0.73%	58
2020 Q4	$789K	Sell	9,619 -349	-4%	-$27K	0.73%	50
2020 Q3	$699K	Buy	9,968 +1,637	+20%	+$118K	0.06%	153
2020 Q2	$565K	Buy	8,331 +743	+10%	+$47.3K	0.07%	163
2020 Q1	$467K	Buy	7,588 +354	+5%	+$26.3K	0.1%	150
2019 Q4	$573K	Buy	+7,234	New	+$583K	0.15%	131
2019 Q3	–	Sell	-3,737	Closed	-$297K	–	1070
2019 Q2	$297K	Buy	+3,737	New	+$292K	0.1%	162

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSat Investment Advisory's RY Position: Q1 2021 in Review

CSat Investment Advisory reduced its Royal Bank of Canada (RY) stake by 1.8% in Q1 2021, selling an estimated $15.2K and leaving 9,444 shares worth $871K. The position accounts for 0.73% of the portfolio, ranked #58.

CSat Investment Advisory first reported a position in RY in Q2 2019 and has held it in 7 quarters since. 589 funds tracked by Wall St. Rank hold RY as of Q1 2021.

CSat Investment Advisory held 9,444 shares of Royal Bank of Canada worth $871K as of Q1 2021.
CSat Investment Advisory sold 175 Royal Bank of Canada shares in Q1 2021, an estimated $15.2K.
Royal Bank of Canada made up 0.73% of CSat Investment Advisory's portfolio in Q1 2021, its #58 holding.
CSat Investment Advisory first reported a position in Royal Bank of Canada in Q2 2019 and has held it in 7 quarters since.
589 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.