DecisionPoint Financial’s Royal Bank of Canada RY Stock Holding History

DecisionPoint Financial’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 Q4	–	Sell	-36	Closed	-$3.15K	–	252
2023 Q3	$3.15K	Hold	36	–	–	﹤0.01%	170
2023 Q2	$3.44K	Hold	36	–	–	﹤0.01%	150
2023 Q1	$3.44K	Hold	36	–	–	﹤0.01%	150
2022 Q4	$3.38K	Buy	+36	New	+$3.4K	﹤0.01%	127

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 $123B AUM 34.51% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

DecisionPoint Financial's RY Position: Q4 2023 in Review

DecisionPoint Financial sold out of Royal Bank of Canada (RY) in Q4 2023, closing a stake of 36 shares — an estimated $3.15K sold.

DecisionPoint Financial first reported a position in RY in Q4 2022 and held it in 4 quarters. The position peaked at $3.44K in Q1 2023. 675 funds tracked by Wall St. Rank hold RY as of Q4 2023.

DecisionPoint Financial reported no remaining Royal Bank of Canada position as of Q4 2023 after selling out during the quarter.
DecisionPoint Financial sold 36 Royal Bank of Canada shares in Q4 2023, an estimated $3.15K.
DecisionPoint Financial first reported a position in Royal Bank of Canada in Q4 2022 and held it in 4 quarters.
DecisionPoint Financial's Royal Bank of Canada position peaked at $3.44K in Q1 2023.
675 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2023.

Based on DecisionPoint Financial's 13F filing for Q4 2023, filed 31 Jan 2024.