Icon Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

Icon Wealth Advisors’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	–	Sell	-1,009	Closed	-$102K	–	484
2024 Q1	$102K	Hold	1,009	–	–	0.01%	461
2023 Q4	$102K	Buy	+1,009	New	+$88.9K	0.01%	427
2022 Q4	–	Sell	-1,190	Closed	-$107K	–	394
2022 Q3	$107K	Buy	+1,190	New	+$114K	0.01%	383

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

Icon Wealth Advisors's RY Position: Q2 2024 in Review

Icon Wealth Advisors sold out of Royal Bank of Canada (RY) in Q2 2024, closing a stake of 1,009 shares — an estimated $102K sold.

Icon Wealth Advisors first reported a position in RY in Q3 2022 and held it in 3 quarters. The position peaked at $107K in Q3 2022. 674 funds tracked by Wall St. Rank hold RY as of Q2 2024.

Icon Wealth Advisors reported no remaining Royal Bank of Canada position as of Q2 2024 after selling out during the quarter.
Icon Wealth Advisors sold 1,009 Royal Bank of Canada shares in Q2 2024, an estimated $102K.
Icon Wealth Advisors first reported a position in Royal Bank of Canada in Q3 2022 and held it in 3 quarters.
Icon Wealth Advisors's Royal Bank of Canada position peaked at $107K in Q3 2022.
674 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2024.

Based on Icon Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.