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Freedom Investment Management’s Royal Bank of Canada RY Stock Holding History

Freedom Investment 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
2021
Q1 		– Sell
-2,824
Closed -$232K – 897
2020
Q4 		$232K Sell
2,824
-404
-13% -$31.3K 0.03% 540
2020
Q3 		$226K Sell
3,228
-456
-12% -$32.8K 0.02% 477
2020
Q2 		$250K Sell
3,684
-284
-7% -$18.1K 0.03% 452
2020
Q1 		$320K Buy
+3,968
New +$294K 0.03% 469
2019
Q4 		– Sell
-2,604
Closed -$211K – 703
2019
Q3 		$211K Sell
2,604
-169
-6% -$13.2K 0.02% 619
2019
Q2 		$220K Sell
2,773
-833
-23% -$65.1K 0.02% 604
2019
Q1 		$272K Sell
3,606
-1,708
-32% -$129K 0.02% 540
2018
Q4 		$364K Sell
5,314
-972
-15% -$71K 0.03% 509
2018
Q3 		$495K Sell
6,286
-176
-3% -$13.8K 0.03% 520
2018
Q2 		$487K Buy
6,462
+1,199
+23% +$91.8K 0.03% 566
2018
Q1 		$407K Sell
5,263
-100
-2% -$8.12K 0.02% 739
2017
Q4 		$438K Buy
5,363
+240
+5% +$19K 0.02% 692
2017
Q3 		$396K Buy
5,123
+489
+11% +$36.5K 0.02% 700
2017
Q2 		$336K Buy
4,634
+350
+8% +$24.5K 0.02% 736
2017
Q1 		$312K Buy
4,284
+687
+19% +$49.8K 0.02% 745
2016
Q4 		$244K Buy
3,597
+200
+6% +$13K 0.02% 785
2016
Q3 		$210K Sell
3,397
-1,152
-25% -$70.8K 0.01% 804
2016
Q2 		$269K Buy
+4,549
New +$273K 0.02% 631

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Freedom Investment Management's RY Position: Q1 2021 in Review

Freedom Investment Management sold out of Royal Bank of Canada (RY) in Q1 2021, closing a stake of 2,824 shares — an estimated $232K sold.

Freedom Investment Management first reported a position in RY in Q2 2016 and held it in 18 quarters. The position peaked at $495K in Q3 2018. 588 funds tracked by Wall St. Rank hold RY as of Q1 2021.

  • Freedom Investment Management reported no remaining Royal Bank of Canada position as of Q1 2021 after selling out during the quarter.
  • Freedom Investment Management sold 2,824 Royal Bank of Canada shares in Q1 2021, an estimated $232K.
  • Freedom Investment Management first reported a position in Royal Bank of Canada in Q2 2016 and held it in 18 quarters.
  • Freedom Investment Management's Royal Bank of Canada position peaked at $495K in Q3 2018.
  • 588 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2021.

Based on Freedom Investment Management's 13F filing for Q1 2021, filed 14 May 2021.