GoalVest Advisory’s Royal Bank of Canada RY Stock Holding History

GoalVest Advisory’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	-43	Closed	-$4.35K	–	461
2023 Q4	$4.35K	Buy	+43	New	+$3.79K	﹤0.01%	294

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

GoalVest Advisory's RY Position: Q1 2024 in Review

GoalVest Advisory sold out of Royal Bank of Canada (RY) in Q1 2024, closing a stake of 43 shares — an estimated $4.35K sold.

GoalVest Advisory first reported a position in RY in Q4 2023 and held it in 1 quarter. The position peaked at $4.35K in Q4 2023. 665 funds tracked by Wall St. Rank hold RY as of Q1 2024.

GoalVest Advisory reported no remaining Royal Bank of Canada position as of Q1 2024 after selling out during the quarter.
GoalVest Advisory sold 43 Royal Bank of Canada shares in Q1 2024, an estimated $4.35K.
GoalVest Advisory first reported a position in Royal Bank of Canada in Q4 2023 and held it in 1 quarter.
GoalVest Advisory's Royal Bank of Canada position peaked at $4.35K in Q4 2023.
665 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.