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First Personal Financial Services’s Royal Bank of Canada RY Stock Holding History

First Personal Financial Services’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
Q3 		$349K Sell
2,797
-250
-8% -$28.7K 0.07% 101
2024
Q2 		$324K Sell
3,047
-500
-14% -$51.4K 0.07% 101
2024
Q1 		$358K Sell
3,547
-250
-7% -$24.7K 0.08% 95
2023
Q4 		$384K Sell
3,797
-125
-3% -$11K 0.09% 89
2023
Q3 		$343K Sell
3,922
-198
-5% -$18.4K 0.09% 90
2023
Q2 		$394K Hold
4,120
– – 0.1% 84
2023
Q1 		$394K Hold
4,120
– – 0.1% 83
2022
Q4 		$387K Hold
4,120
– – 0.1% 87
2022
Q3 		$371K Buy
4,120
+41
+1% +$3.93K 0.11% 88
2022
Q2 		$395K Sell
4,079
-75
-2% -$7.67K 0.11% 81
2022
Q1 		$458K Sell
4,154
-339
-8% -$38K 0.11% 84
2021
Q4 		$477K Sell
4,493
-50
-1% -$5.19K 0.11% 85
2021
Q3 		$452K Sell
4,543
-75
-2% -$7.64K 0.11% 85
2021
Q2 		$468K Hold
4,618
– – 0.12% 84
2021
Q1 		$426K Sell
4,618
-216
-4% -$18.8K 0.12% 83
2020
Q4 		$397K Sell
4,834
-84
-2% -$6.5K 0.11% 85
2020
Q3 		$345K Sell
4,918
-400
-8% -$28.8K 0.11% 88
2020
Q2 		$361K Sell
5,318
-225
-4% -$14.3K 0.12% 86
2020
Q1 		$341K Sell
5,543
-540
-9% -$40.1K 0.13% 87
2019
Q4 		$482K Sell
6,083
-800
-12% -$64.4K 0.16% 84
2019
Q3 		$559K Sell
6,883
-495
-7% -$38.6K 0.17% 83
2019
Q2 		$586K Buy
7,378
+20
+0.3% +$1.56K 0.17% 107
2019
Q1 		$556K Sell
7,358
-55
-0.7% -$4.16K 0.17% 110
2018
Q4 		$508K Sell
7,413
-150
-2% -$10.9K 0.18% 107
2018
Q3 		$606K Sell
7,563
-825
-10% -$64.7K 0.19% 104
2018
Q2 		$632K Sell
8,388
-375
-4% -$28.7K 0.21% 99
2018
Q1 		$677K Sell
8,763
-200
-2% -$16.2K 0.15% 123
2017
Q4 		$732K Sell
8,963
-150
-2% -$11.9K 0.14% 123
2017
Q3 		$705K Sell
9,113
-32,999
-78% -$2.46M 0.15% 119
2017
Q2 		$3.05M Buy
42,112
+23
+0.1% +$1.61K 0.67% 53
2017
Q1 		$3.07M Buy
42,089
+198
+0.5% +$14.3K 0.74% 48
2016
Q4 		$2.84M Sell
41,891
-545
-1% -$35.3K 0.75% 49
2016
Q3 		$2.63M Sell
42,436
-100
-0.2% -$6.15K 0.77% 49
2016
Q2 		$2.51M Sell
42,536
-80
-0.2% -$4.81K 0.86% 43
2016
Q1 		$2.45M Sell
42,616
-900
-2% -$46.6K 1.21% 31
2015
Q4 		$2.33M Sell
43,516
-237
-0.5% -$13.3K 1.31% 25
2015
Q3 		$2.42M Hold
43,753
– – 1.45% 19
2015
Q2 		$2.68M Buy
43,753
+605
+1% +$39K 1.6% 12
2015
Q1 		$2.6M Sell
43,148
-1,350
-3% -$83K 1.58% 11
2014
Q4 		$3.07M Buy
+44,498
New +$3.15M 1.8% 10

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

First Personal Financial Services's RY Position: Q3 2024 in Review

First Personal Financial Services reduced its Royal Bank of Canada (RY) stake by 8.2% in Q3 2024, selling an estimated $28.7K and leaving 2,797 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #101.

First Personal Financial Services first reported a position in RY in Q4 2014 and has held it in 40 quarters since. The position peaked at $3.07M in Q4 2014. 722 funds tracked by Wall St. Rank hold RY as of Q3 2024.

  • First Personal Financial Services held 2,797 shares of Royal Bank of Canada worth $349K as of Q3 2024.
  • First Personal Financial Services sold 250 Royal Bank of Canada shares in Q3 2024, an estimated $28.7K.
  • Royal Bank of Canada made up 0.07% of First Personal Financial Services's portfolio in Q3 2024, its #101 holding.
  • First Personal Financial Services first reported a position in Royal Bank of Canada in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Royal Bank of Canada position peaked at $3.07M in Q4 2014.
  • 722 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.