HoyleCohen’s Royal Bank of Canada RY Stock Holding History

HoyleCohen’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 Q2	$606K	Hold	5,700	–	–	0.05%	175
2024 Q1	$575K	Hold	5,700	–	–	0.04%	190
2023 Q4	$576K	Hold	5,700	–	–	0.05%	184
2023 Q3	$498K	Hold	5,700	–	–	0.05%	180
2023 Q2	$544K	Hold	5,700	–	–	0.05%	181
2023 Q1	$545K	Hold	5,700	–	–	0.05%	177
2022 Q4	$536K	Hold	5,700	–	–	0.05%	182
2022 Q3	$513K	Hold	5,700	–	–	0.06%	173
2022 Q2	$552K	Hold	5,700	–	–	0.06%	174
2022 Q1	$629K	Hold	5,700	–	–	0.05%	176
2021 Q4	$605K	Hold	5,700	–	–	0.05%	183
2021 Q3	$567K	Hold	5,700	–	–	0.05%	177
2021 Q2	$577	Hold	5,700	–	–	0.04%	171
2021 Q1	$526K	Hold	5,700	–	–	0.05%	170
2020 Q4	$468K	Hold	5,700	–	–	0.05%	167
2020 Q3	$400K	Hold	5,700	–	–	0.06%	151
2020 Q2	$386K	Hold	5,700	–	–	0.06%	140
2020 Q1	$351K	Hold	5,700	–	–	0.07%	143
2019 Q4	$451K	Hold	5,700	–	–	0.07%	145
2019 Q3	$463K	Hold	5,700	–	–	0.08%	142
2019 Q2	$453K	Sell	5,700 -200	-3%	-$15.6K	0.08%	143
2019 Q1	$446K	Sell	5,900 -550	-9%	-$41.6K	0.08%	140
2018 Q4	$442K	Hold	6,450	–	–	0.09%	129
2018 Q3	$517K	Hold	6,450	–	–	0.1%	123
2018 Q2	$486K	Hold	6,450	–	–	0.1%	124
2018 Q1	$499K	Buy	6,450 +450	+8%	+$36.5K	0.1%	116
2017 Q4	$490K	Buy	+6,000	New	+$476K	0.1%	115

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HoyleCohen's RY Position: Q2 2024 in Review

HoyleCohen held its Royal Bank of Canada (RY) position steady in Q2 2024 at 5,700 shares worth $606K. The position accounts for 0.05% of the portfolio, ranked #175.

HoyleCohen first reported a position in RY in Q4 2017 and has held it in 27 quarters since. The position peaked at $629K in Q1 2022. 674 funds tracked by Wall St. Rank hold RY as of Q2 2024.

HoyleCohen held 5,700 shares of Royal Bank of Canada worth $606K as of Q2 2024.
HoyleCohen left its Royal Bank of Canada share count unchanged in Q2 2024.
Royal Bank of Canada made up 0.05% of HoyleCohen's portfolio in Q2 2024, its #175 holding.
HoyleCohen first reported a position in Royal Bank of Canada in Q4 2017 and has held it in 27 quarters since.
HoyleCohen's Royal Bank of Canada position peaked at $629K in Q1 2022.
674 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.