Herold Advisors’s Royal Bank of Canada RY Stock Holding History

Herold Advisors’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 Q2	–	Sell	-810	Closed	-$89.3K	–	567
2022 Q1	$89.3K	Buy	+810	New	+$90.8K	0.03%	284
2021 Q4	–	Sell	-810	Closed	-$80K	–	554
2021 Q3	$80K	Buy	+810	New	+$82.5K	0.03%	306

Other funds holding RY

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Herold Advisors's RY Position: Q2 2022 in Review

Herold Advisors sold out of Royal Bank of Canada (RY) in Q2 2022, closing a stake of 810 shares — an estimated $89.3K sold.

Herold Advisors first reported a position in RY in Q3 2021 and held it in 2 quarters. The position peaked at $89.3K in Q1 2022. 645 funds tracked by Wall St. Rank hold RY as of Q2 2022.

Herold Advisors reported no remaining Royal Bank of Canada position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 810 Royal Bank of Canada shares in Q2 2022, an estimated $89.3K.
Herold Advisors first reported a position in Royal Bank of Canada in Q3 2021 and held it in 2 quarters.
Herold Advisors's Royal Bank of Canada position peaked at $89.3K in Q1 2022.
645 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.