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Dixon Hughes Goodman Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$265K Sell
2,405
-1,714
-42% -$192K 0.08% 146
2021
Q4 		$437K Buy
+4,119
New +$428K 0.14% 88

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's RY Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Royal Bank of Canada (RY) stake by 42% in Q1 2022, selling an estimated $192K and leaving 2,405 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #146.

Dixon Hughes Goodman Wealth Advisors first reported a position in RY in Q4 2021 and has held it in 2 quarters since. The position peaked at $437K in Q4 2021. 674 funds tracked by Wall St. Rank hold RY as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,405 shares of Royal Bank of Canada worth $265K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 1,714 Royal Bank of Canada shares in Q1 2022, an estimated $192K.
  • Royal Bank of Canada made up 0.08% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #146 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Royal Bank of Canada position peaked at $437K in Q4 2021.
  • 674 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.