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Institute for Wealth Management’s Rogers Communications RCI Stock Holding History

Institute for Wealth Management’s Portfolio RCI Stock Details RCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,488
Closed -$221K – 556
2024
Q3 		$221K Hold
5,488
– – 0.03% 498
2024
Q2 		$203K Hold
5,488
– – 0.03% 478
2024
Q1 		$225K Hold
5,488
– – 0.03% 455
2023
Q4 		$257K Hold
5,488
– – 0.04% 402
2023
Q3 		$211K Sell
5,488
-32
-0.6% -$1.34K 0.04% 425
2023
Q2 		$252K Sell
5,520
-56
-1% -$2.63K 0.04% 404
2023
Q1 		$259K Sell
5,576
-105
-2% -$4.98K 0.05% 385
2022
Q4 		$266K Hold
5,681
– – 0.06% 371
2022
Q3 		$219K Hold
5,681
– – 0.05% 403
2022
Q2 		$272K Hold
5,681
– – 0.05% 417
2022
Q1 		$322K Hold
5,681
– – 0.05% 406
2021
Q4 		$271K Sell
5,681
-16
-0.3% -$750 0.04% 402
2021
Q3 		$266K Sell
5,697
-105
-2% -$5.29K 0.05% 405
2021
Q2 		$308K Sell
5,802
-98
-2% -$4.95K 0.05% 370
2021
Q1 		$272K Sell
5,900
-129
-2% -$6.04K 0.05% 378
2020
Q4 		$281K Buy
6,029
+632
+12% +$28K 0.06% 363
2020
Q3 		$214K Sell
5,397
-36
-0.7% -$1.48K 0.05% 385
2020
Q2 		$218K Sell
5,433
-614
-10% -$25.6K 0.05% 383
2020
Q1 		$251K Hold
6,047
– – 0.08% 316
2019
Q4 		$300K Sell
6,047
-1,160
-16% -$55.9K 0.07% 347
2019
Q3 		$351K Hold
7,207
– – 0.09% 297
2019
Q2 		$386K Buy
7,207
+380
+6% +$19.8K 0.09% 298
2019
Q1 		$368K Buy
+6,827
New +$368K 0.08% 293
2017
Q3 		– Sell
-5,724
Closed -$271K – 365
2017
Q2 		$271K Buy
+5,724
New +$264K 0.07% 331

Other funds holding RCI

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Institute for Wealth Management's RCI Position: Q4 2024 in Review

Institute for Wealth Management sold out of Rogers Communications (RCI) in Q4 2024, closing a stake of 5,488 shares — an estimated $221K sold.

Institute for Wealth Management first reported a position in RCI in Q2 2017 and held it in 24 quarters. The position peaked at $386K in Q2 2019. 265 funds tracked by Wall St. Rank hold RCI as of Q4 2024.

  • Institute for Wealth Management reported no remaining Rogers Communications position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 5,488 Rogers Communications shares in Q4 2024, an estimated $221K.
  • Institute for Wealth Management first reported a position in Rogers Communications in Q2 2017 and held it in 24 quarters.
  • Institute for Wealth Management's Rogers Communications position peaked at $386K in Q2 2019.
  • 265 funds tracked by Wall St. Rank held Rogers Communications as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.