GSB Wealth Management’s Royal Bank of Canada RY Stock Holding History

GSB Wealth 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
2023 Q2	–	Sell	-4,232	Closed	-$404K	–	228
2023 Q1	$404K	Sell	4,232 -100	-2%	-$9.91K	0.13%	153
2022 Q4	$407K	Sell	4,332 -2,500	-37%	-$236K	0.15%	147
2022 Q3	$615K	Buy	6,832 +650	+11%	+$62.3K	0.22%	130
2022 Q2	$599K	Sell	6,182 -518	-8%	-$53K	0.2%	137
2022 Q1	$739K	Sell	6,700 -150	-2%	-$16.8K	0.22%	139
2021 Q4	$727K	Sell	6,850 -125	-2%	-$13K	0.21%	135
2021 Q3	$694K	Buy	6,975 +2,200	+46%	+$224K	0.36%	77
2021 Q2	$484K	Buy	4,775 +900	+23%	+$89.2K	0.15%	156
2021 Q1	$357K	Buy	+3,875	New	+$337K	0.12%	166

Other funds holding RY

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GSB Wealth Management's RY Position: Q2 2023 in Review

GSB Wealth Management sold out of Royal Bank of Canada (RY) in Q2 2023, closing a stake of 4,232 shares — an estimated $404K sold.

GSB Wealth Management first reported a position in RY in Q1 2021 and held it in 9 quarters. The position peaked at $739K in Q1 2022. 649 funds tracked by Wall St. Rank hold RY as of Q2 2023.

GSB Wealth Management reported no remaining Royal Bank of Canada position as of Q2 2023 after selling out during the quarter.
GSB Wealth Management sold 4,232 Royal Bank of Canada shares in Q2 2023, an estimated $404K.
GSB Wealth Management first reported a position in Royal Bank of Canada in Q1 2021 and held it in 9 quarters.
GSB Wealth Management's Royal Bank of Canada position peaked at $739K in Q1 2022.
649 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2023.

Based on GSB Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.