Graves Light Lenhart Wealth’s Royal Bank of Canada RY Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-1,500	Closed	-$145K	–	506
2022 Q2	$145K	Hold	1,500	–	–	0.02%	192
2022 Q1	$165K	Hold	1,500	–	–	0.02%	195
2021 Q4	$159K	Hold	1,500	–	–	0.02%	220
2021 Q3	$149K	Hold	1,500	–	–	0.02%	210
2021 Q2	$152K	Hold	1,500	–	–	0.02%	207
2021 Q1	$138K	Hold	1,500	–	–	0.02%	221
2020 Q4	$123K	Buy	+1,500	New	+$116K	0.02%	228
2020 Q1	–	Sell	-3,000	Closed	-$238K	–	175
2019 Q4	$238K	Hold	3,000	–	–	0.05%	152
2019 Q3	$242K	Hold	3,000	–	–	0.05%	151
2019 Q2	$238K	Hold	3,000	–	–	0.06%	141
2019 Q1	$227K	Hold	3,000	–	–	0.06%	138
2018 Q4	$206K	Buy	+3,000	New	+$219K	0.06%	137

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

Norges Bank Oslo, Norway $1T AUM

Graves Light Lenhart Wealth's RY Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Royal Bank of Canada (RY) in Q3 2022, closing a stake of 1,500 shares — an estimated $145K sold.

Graves Light Lenhart Wealth first reported a position in RY in Q4 2018 and held it in 12 quarters. The position peaked at $242K in Q3 2019. 615 funds tracked by Wall St. Rank hold RY as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Royal Bank of Canada position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,500 Royal Bank of Canada shares in Q3 2022, an estimated $145K.
Graves Light Lenhart Wealth first reported a position in Royal Bank of Canada in Q4 2018 and held it in 12 quarters.
Graves Light Lenhart Wealth's Royal Bank of Canada position peaked at $242K in Q3 2019.
615 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.