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

Evermay 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
2022 Q3	–	Sell	-18	Closed	-$2K	–	549
2022 Q2	$2K	Buy	+18	New	+$1.84K	﹤0.01%	479

Other funds holding RY

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

Norges Bank Oslo, Norway $935B AUM

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Evermay Wealth Management's RY Position: Q3 2022 in Review

Evermay Wealth Management sold out of Royal Bank of Canada (RY) in Q3 2022, closing a stake of 18 shares — an estimated $2K sold.

Evermay Wealth Management first reported a position in RY in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 615 funds tracked by Wall St. Rank hold RY as of Q3 2022.

Evermay Wealth Management reported no remaining Royal Bank of Canada position as of Q3 2022 after selling out during the quarter.
Evermay Wealth Management sold 18 Royal Bank of Canada shares in Q3 2022, an estimated $2K.
Evermay Wealth Management first reported a position in Royal Bank of Canada in Q2 2022 and held it in 1 quarter.
Evermay Wealth Management's Royal Bank of Canada position peaked at $2K in Q2 2022.
615 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2022.

Based on Evermay Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.