High Net Worth Advisory Group’s Royal Bank of Canada RY Stock Holding History

High Net Worth Advisory Group’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	-100	Closed	-$9.4K	–	502
2022 Q4	$9.4K	Hold	100	–	–	﹤0.01%	512
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	550
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	538
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	524
2021 Q4	$11K	Buy	+100	New	+$10.4K	﹤0.01%	532

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

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

High Net Worth Advisory Group's RY Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Royal Bank of Canada (RY) in Q1 2023, closing a stake of 100 shares — an estimated $9.4K sold.

High Net Worth Advisory Group first reported a position in RY in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 663 funds tracked by Wall St. Rank hold RY as of Q1 2023.

High Net Worth Advisory Group reported no remaining Royal Bank of Canada position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 100 Royal Bank of Canada shares in Q1 2023, an estimated $9.4K.
High Net Worth Advisory Group first reported a position in Royal Bank of Canada in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Royal Bank of Canada position peaked at $11K in Q1 2022.
663 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.