Financial Gravity Asset Management’s Royal Bank of Canada RY Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Hold	0	–	–	–	1086
2023 Q4	–	Hold	0	–	–	–	1141
2021 Q3	–	Sell	-1	Closed	-$102	–	356
2021 Q2	$101K	Buy	+1	New	+$99	0.04%	345
2020 Q4	$2K	Buy	+22	New	+$1.7K	﹤0.01%	343
2019 Q4	$79K	Sell	39 -27	-41%	-$2.17K	0.05%	428
2019 Q3	$5K	Sell	66 -87	-57%	-$6.79K	﹤0.01%	706
2019 Q2	$12K	Sell	153 -122	-44%	-$9.53K	0.01%	560
2019 Q1	$21K	Buy	+275	New	+$20.8K	0.02%	434
2018 Q3	$37K	Sell	523 -35	-6%	-$2.74K	0.04%	395
2018 Q2	$43K	Buy	558 +83	+17%	+$6.36K	0.04%	364
2018 Q1	$36K	Buy	+475	New	+$38.6K	0.04%	423

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

Financial Gravity Asset Management's RY Position: Q1 2024 in Review

Financial Gravity Asset Management held its Royal Bank of Canada (RY) position steady in Q1 2024 at 0 shares worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Financial Gravity Asset Management first reported a position in RY in Q1 2018 and has held it in 9 quarters since. The position peaked at $101K in Q2 2021. 665 funds tracked by Wall St. Rank hold RY as of Q1 2024.

Financial Gravity Asset Management held 0 shares of Royal Bank of Canada worth $30 as of Q1 2024.
Financial Gravity Asset Management left its Royal Bank of Canada share count unchanged in Q1 2024.
Royal Bank of Canada made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1086 holding.
Financial Gravity Asset Management first reported a position in Royal Bank of Canada in Q1 2018 and has held it in 9 quarters since.
Financial Gravity Asset Management's Royal Bank of Canada position peaked at $101K in Q2 2021.
665 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.