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

Dakota 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
2023 Q2	–	Sell	-2,804	Closed	-$268K	–	667
2023 Q1	$268K	Sell	2,804 -2,957	-51%	-$293K	0.02%	489
2022 Q4	$542K	Sell	5,761 -125	-2%	-$11.8K	0.04%	336
2022 Q3	$530K	Buy	+5,886	New	+$564K	0.04%	331

Other funds holding RY

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Dakota Wealth Management's RY Position: Q2 2023 in Review

Dakota Wealth Management sold out of Royal Bank of Canada (RY) in Q2 2023, closing a stake of 2,804 shares — an estimated $268K sold.

Dakota Wealth Management first reported a position in RY in Q3 2022 and held it in 3 quarters. The position peaked at $542K in Q4 2022. 649 funds tracked by Wall St. Rank hold RY as of Q2 2023.

Dakota Wealth Management reported no remaining Royal Bank of Canada position as of Q2 2023 after selling out during the quarter.
Dakota Wealth Management sold 2,804 Royal Bank of Canada shares in Q2 2023, an estimated $268K.
Dakota Wealth Management first reported a position in Royal Bank of Canada in Q3 2022 and held it in 3 quarters.
Dakota Wealth Management's Royal Bank of Canada position peaked at $542K in Q4 2022.
649 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2023.

Based on Dakota Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.