Goodwin Investment Advisory’s Royal Bank of Canada RY Stock Holding History

Goodwin Investment 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
2023 Q1	–	Sell	-393	Closed	-$37K	–	187
2022 Q4	$37K	Hold	393	–	–	0.03%	98
2022 Q3	$35K	Hold	393	–	–	0.03%	104
2022 Q2	$38.1K	Hold	393	–	–	0.03%	81
2022 Q1	$43K	Hold	393	–	–	0.03%	90
2021 Q4	$42K	Hold	393	–	–	0.03%	86
2021 Q3	$39K	Hold	393	–	–	0.04%	84
2021 Q2	$40K	Hold	393	–	–	0.04%	81
2021 Q1	$36K	Hold	393	–	–	0.04%	93
2020 Q4	$32K	Buy	+393	New	+$30.4K	0.04%	53

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Goodwin Investment Advisory's RY Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Royal Bank of Canada (RY) in Q1 2023, closing a stake of 393 shares — an estimated $37K sold.

Goodwin Investment Advisory first reported a position in RY in Q4 2020 and held it in 9 quarters. The position peaked at $43K in Q1 2022. 663 funds tracked by Wall St. Rank hold RY as of Q1 2023.

Goodwin Investment Advisory reported no remaining Royal Bank of Canada position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 393 Royal Bank of Canada shares in Q1 2023, an estimated $37K.
Goodwin Investment Advisory first reported a position in Royal Bank of Canada in Q4 2020 and held it in 9 quarters.
Goodwin Investment Advisory's Royal Bank of Canada position peaked at $43K in Q1 2022.
663 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.