IWP
RY icon

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

Icon Wealth Partners’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 		$100K Buy
1,149
+10
+0.9% +$930 0.01% 391
2023
Q2 		$109K Hold
1,139
– – 0.01% 397
2023
Q1 		$109K Buy
+1,139
New +$113K 0.01% 396

Other funds holding RY

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Icon Wealth Partners's RY Position: Q3 2023 in Review

Icon Wealth Partners increased its Royal Bank of Canada (RY) stake by 0.88% in Q3 2023, buying an estimated $930 and bringing the position to 1,149 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #391.

Icon Wealth Partners first reported a position in RY in Q1 2023 and has held it in 3 quarters since. The position peaked at $109K in Q1 2023. 641 funds tracked by Wall St. Rank hold RY as of Q3 2023.

  • Icon Wealth Partners held 1,149 shares of Royal Bank of Canada worth $100K as of Q3 2023.
  • Icon Wealth Partners bought 10 Royal Bank of Canada shares in Q3 2023, an estimated $930.
  • Royal Bank of Canada made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #391 holding.
  • Icon Wealth Partners first reported a position in Royal Bank of Canada in Q1 2023 and has held it in 3 quarters since.
  • Icon Wealth Partners's Royal Bank of Canada position peaked at $109K in Q1 2023.
  • 641 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.