Householder Group Estate & Retirement Specialist’s Royal Bank of Canada RY Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-5	Closed	–	–	1070
2024 Q3	$0	Sell	5 -748	-99%	-$85.9K	﹤0.01%	1301
2024 Q2	$80K	Hold	753	–	–	0.02%	395
2024 Q1	$76K	Hold	753	–	–	0.02%	397
2023 Q4	$76K	Hold	753	–	–	0.03%	388
2023 Q3	$65.8K	Buy	+753	New	+$70K	0.02%	393
2023 Q1	$72K	Buy	+753	New	+$74.6K	0.03%	366
2022 Q4	–	Sell	-753	Closed	-$67K	–	956
2022 Q3	$67K	Buy	+753	New	+$72.2K	0.03%	344

Other funds holding RY

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

Norges Bank Oslo, Norway $935B AUM

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

Householder Group Estate & Retirement Specialist's RY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Royal Bank of Canada (RY) in Q4 2024, closing a stake of 5 shares.

Householder Group Estate & Retirement Specialist first reported a position in RY in Q3 2022 and held it in 7 quarters. The position peaked at $80K in Q2 2024. 777 funds tracked by Wall St. Rank hold RY as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Royal Bank of Canada position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 5 Royal Bank of Canada shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in Royal Bank of Canada in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Royal Bank of Canada position peaked at $80K in Q2 2024.
777 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.