Horan Securities’s Royal Bank of Canada RY Stock Holding History

Horan Securities’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 Q3	–	Sell	-91	Closed	-$8.69K	–	535
2023 Q2	$8.69K	Hold	91	–	–	﹤0.01%	416
2023 Q1	$8.7K	Hold	91	–	–	﹤0.01%	406
2022 Q4	$8.56K	Hold	91	–	–	﹤0.01%	389
2022 Q3	$8K	Hold	91	–	–	﹤0.01%	370
2022 Q2	$8K	Hold	91	–	–	﹤0.01%	360
2022 Q1	$10K	Hold	91	–	–	0.01%	328
2021 Q4	$10K	Buy	+91	New	+$9.45K	0.01%	331
2021 Q2	$9K	Hold	91	–	–	0.01%	318
2021 Q1	$8K	Buy	91 +66	+264%	+$5.75K	0.01%	294
2020 Q4	$2K	Buy	+25	New	+$1.94K	﹤0.01%	365

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Horan Securities's RY Position: Q3 2023 in Review

Horan Securities sold out of Royal Bank of Canada (RY) in Q3 2023, closing a stake of 91 shares — an estimated $8.69K sold.

Horan Securities first reported a position in RY in Q4 2020 and held it in 10 quarters. The position peaked at $10K in Q1 2022. 642 funds tracked by Wall St. Rank hold RY as of Q3 2023.

Horan Securities reported no remaining Royal Bank of Canada position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 91 Royal Bank of Canada shares in Q3 2023, an estimated $8.69K.
Horan Securities first reported a position in Royal Bank of Canada in Q4 2020 and held it in 10 quarters.
Horan Securities's Royal Bank of Canada position peaked at $10K in Q1 2022.
642 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.