Edge Capital Group’s Royal Bank of Canada RY Stock Holding History

Edge Capital Group’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 Q4	$380K	Hold	3,155	–	–	0.02%	238
2024 Q3	$394K	Hold	3,155	–	–	0.02%	236
2024 Q2	$336K	Hold	3,155	–	–	0.02%	247
2024 Q1	$318K	Hold	3,155	–	–	0.02%	256
2023 Q4	$319K	Hold	3,155	–	–	0.02%	245
2023 Q3	$276K	Sell	3,155 -16,000	-84%	-$1.49M	0.02%	244
2023 Q2	$1.83M	Sell	19,155 -501	-3%	-$47.8K	0.11%	135
2023 Q1	$1.88M	Buy	+19,656	New	+$1.95M	0.12%	130

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Edge Capital Group's RY Position: Q4 2024 in Review

Edge Capital Group held its Royal Bank of Canada (RY) position steady in Q4 2024 at 3,155 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #238.

Edge Capital Group first reported a position in RY in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.88M in Q1 2023. 776 funds tracked by Wall St. Rank hold RY as of Q4 2024.

Edge Capital Group held 3,155 shares of Royal Bank of Canada worth $380K as of Q4 2024.
Edge Capital Group left its Royal Bank of Canada share count unchanged in Q4 2024.
Royal Bank of Canada made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #238 holding.
Edge Capital Group first reported a position in Royal Bank of Canada in Q1 2023 and has held it in 8 quarters since.
Edge Capital Group's Royal Bank of Canada position peaked at $1.88M in Q1 2023.
776 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.