Evelyn V. Moreno’s Royal Bank of Canada RY Stock Holding History

Evelyn V. Moreno’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	$301K	Hold	2,976	–	–	0.14%	104
2023 Q3	$260K	Hold	2,976	–	–	0.06%	116
2023 Q2	$284K	Hold	2,976	–	–	0.06%	93
2023 Q1	$284K	Hold	2,976	–	–	0.06%	93
2022 Q4	$280K	Hold	2,976	–	–	0.06%	137
2022 Q3	$268K	Hold	2,976	–	–	0.12%	125
2022 Q2	$288K	Hold	2,976	–	–	0.07%	125
2022 Q1	$328K	Buy	+2,976	New	+$334K	0.07%	76

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

Evelyn V. Moreno's RY Position: Q4 2023 in Review

Evelyn V. Moreno held its Royal Bank of Canada (RY) position steady in Q4 2023 at 2,976 shares worth $301K. The position accounts for 0.14% of the portfolio, ranked #104.

Evelyn V. Moreno first reported a position in RY in Q1 2022 and has held it in 8 quarters since. The position peaked at $328K in Q1 2022. 675 funds tracked by Wall St. Rank hold RY as of Q4 2023.

Evelyn V. Moreno held 2,976 shares of Royal Bank of Canada worth $301K as of Q4 2023.
Evelyn V. Moreno left its Royal Bank of Canada share count unchanged in Q4 2023.
Royal Bank of Canada made up 0.14% of Evelyn V. Moreno's portfolio in Q4 2023, its #104 holding.
Evelyn V. Moreno first reported a position in Royal Bank of Canada in Q1 2022 and has held it in 8 quarters since.
Evelyn V. Moreno's Royal Bank of Canada position peaked at $328K in Q1 2022.
675 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.