Executive Wealth Group’s Royal Bank of Canada RY Stock Holding History

Executive Wealth 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 Q1	$2.97M	Buy	30,191 +20,186	+202%	+$1.99M	0.62%	24
2023 Q4	$1.01M	Buy	10,005 +96	+1%	+$8.46K	0.64%	24
2023 Q3	$866K	Buy	9,909 +93	+0.9%	+$8.65K	0.62%	25
2023 Q2	$938K	Buy	9,816 +90	+0.9%	+$8.59K	0.63%	24
2023 Q1	$930K	Buy	9,726 +78	+0.8%	+$7.73K	0.66%	24
2022 Q4	$907K	Buy	9,648 +78	+0.8%	+$7.36K	0.69%	23
2022 Q3	$862K	Buy	9,570 +83	+0.9%	+$7.96K	0.74%	26
2022 Q2	$919K	Buy	9,487 +74	+0.8%	+$7.57K	0.71%	25
2022 Q1	$1.04M	Buy	9,413 +68	+0.7%	+$7.62K	0.68%	24
2021 Q4	$993K	Buy	9,345 +66	+0.7%	+$6.85K	0.61%	25
2021 Q3	$922K	Buy	9,279 +64	+0.7%	+$6.52K	0.56%	27
2021 Q2	$933K	Buy	9,215 +68	+0.7%	+$6.74K	0.55%	26
2021 Q1	$844K	Buy	9,147 +73	+0.8%	+$6.35K	0.52%	26
2020 Q4	$745K	Buy	9,074 +77	+0.9%	+$5.96K	0.5%	26
2020 Q3	$631K	Buy	8,997 +83	+0.9%	+$5.97K	0.49%	25
2020 Q2	$605K	Buy	8,914 +93	+1%	+$5.92K	0.48%	26
2020 Q1	$547K	Buy	8,821 +72	+0.8%	+$5.34K	0.52%	25
2019 Q4	$691K	Buy	+8,749	New	+$705K	0.52%	25

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Executive Wealth Group's RY Position: Q1 2024 in Review

Executive Wealth Group increased its Royal Bank of Canada (RY) stake by 202% in Q1 2024, buying an estimated $1.99M and bringing the position to 30,191 shares worth $2.97M. The position accounts for 0.62% of the portfolio, ranked #24.

Executive Wealth Group first reported a position in RY in Q4 2019 and has held it in 18 quarters since. 665 funds tracked by Wall St. Rank hold RY as of Q1 2024.

Executive Wealth Group held 30,191 shares of Royal Bank of Canada worth $2.97M as of Q1 2024.
Executive Wealth Group bought 20,186 Royal Bank of Canada shares in Q1 2024, an estimated $1.99M.
Royal Bank of Canada made up 0.62% of Executive Wealth Group's portfolio in Q1 2024, its #24 holding.
Executive Wealth Group first reported a position in Royal Bank of Canada in Q4 2019 and has held it in 18 quarters since.
665 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.