Hotaling Investment Management’s Royal Bank of Canada RY Stock Holding History

Hotaling Investment 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
2022 Q3	–	Sell	-4,000	Closed	-$388K	–	123
2022 Q2	$388K	Buy	4,000 +2,000	+100%	+$205K	0.17%	92
2022 Q1	$221K	Sell	2,000 -2,000	-50%	-$224K	0.08%	119
2021 Q4	$425K	Buy	+4,000	New	+$415K	0.15%	92
2021 Q3	–	Sell	-4,000	Closed	-$405K	–	132
2021 Q2	$405K	Buy	+4,000	New	+$396K	0.16%	90

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

Hotaling Investment Management's RY Position: Q3 2022 in Review

Hotaling Investment Management sold out of Royal Bank of Canada (RY) in Q3 2022, closing a stake of 4,000 shares — an estimated $388K sold.

Hotaling Investment Management first reported a position in RY in Q2 2021 and held it in 4 quarters. The position peaked at $425K in Q4 2021. 615 funds tracked by Wall St. Rank hold RY as of Q3 2022.

Hotaling Investment Management reported no remaining Royal Bank of Canada position as of Q3 2022 after selling out during the quarter.
Hotaling Investment Management sold 4,000 Royal Bank of Canada shares in Q3 2022, an estimated $388K.
Hotaling Investment Management first reported a position in Royal Bank of Canada in Q2 2021 and held it in 4 quarters.
Hotaling Investment Management's Royal Bank of Canada position peaked at $425K in Q4 2021.
615 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2022.

Based on Hotaling Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.