Financial Perspectives’s Royal Bank of Canada RY Stock Holding History

Financial Perspectives’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	–	Sell	-135	Closed	-$13.7K	–	697
2023 Q4	$13.7K	Hold	135	–	–	0.01%	430
2023 Q3	$11.8K	Hold	135	–	–	0.01%	427
2023 Q2	$12.9K	Hold	135	–	–	0.01%	425
2023 Q1	$12.9K	Hold	135	–	–	0.01%	417
2022 Q4	$12.7K	Hold	135	–	–	0.01%	413
2022 Q3	$12.2K	Hold	135	–	–	0.01%	414
2022 Q2	$13.1K	Hold	135	–	–	0.01%	407
2022 Q1	$14.9K	Hold	135	–	–	0.01%	409
2021 Q4	$14.3K	Buy	+135	New	+$14K	0.01%	402
2021 Q3	–	Sell	-135	Closed	-$13.7K	–	658
2021 Q2	$13.7K	Hold	135	–	–	0.01%	426
2021 Q1	$12.4K	Hold	135	–	–	0.01%	421
2020 Q4	$11.1K	Hold	135	–	–	0.01%	396
2020 Q3	$9.47K	Hold	135	–	–	0.01%	378
2020 Q2	$9.15K	Hold	135	–	–	0.01%	357
2020 Q1	$8.31K	Hold	135	–	–	0.01%	340
2019 Q4	$10.7K	Buy	+135	New	+$10.9K	0.01%	325

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 Perspectives's RY Position: Q1 2024 in Review

Financial Perspectives sold out of Royal Bank of Canada (RY) in Q1 2024, closing a stake of 135 shares — an estimated $13.7K sold.

Financial Perspectives first reported a position in RY in Q4 2019 and held it in 16 quarters. The position peaked at $14.9K in Q1 2022. 665 funds tracked by Wall St. Rank hold RY as of Q1 2024.

Financial Perspectives reported no remaining Royal Bank of Canada position as of Q1 2024 after selling out during the quarter.
Financial Perspectives sold 135 Royal Bank of Canada shares in Q1 2024, an estimated $13.7K.
Financial Perspectives first reported a position in Royal Bank of Canada in Q4 2019 and held it in 16 quarters.
Financial Perspectives's Royal Bank of Canada position peaked at $14.9K in Q1 2022.
665 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2024.

Based on Financial Perspectives's 13F filing for Q1 2024, filed 19 Apr 2024.