Institutional & Family Asset Management’s Royal Bank of Canada RY Stock Holding History

Institutional & Family Asset Management’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	$95.1K	Buy	894 +6	+0.7%	+$617	0.01%	192
2024 Q1	$89.6K	Sell	888 -63	-7%	-$6.22K	0.01%	196
2023 Q4	$96.2K	Sell	951 -1	-0.1%	-$88	0.02%	194
2023 Q3	$83.2K	Hold	952	–	–	0.01%	189
2023 Q2	$90.9K	Buy	+952	New	+$90.9K	0.01%	188
2020 Q2	–	Sell	-200	Closed	-$12K	–	903
2020 Q1	$12K	Buy	+200	New	+$14.8K	﹤0.01%	433

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

Institutional & Family Asset Management's RY Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Royal Bank of Canada (RY) stake by 0.68% in Q2 2024, buying an estimated $617 and bringing the position to 894 shares worth $95.1K. The position accounts for 0.01% of the portfolio, ranked #192.

Institutional & Family Asset Management first reported a position in RY in Q1 2020 and has held it in 6 quarters since. The position peaked at $96.2K in Q4 2023. 674 funds tracked by Wall St. Rank hold RY as of Q2 2024.

Institutional & Family Asset Management held 894 shares of Royal Bank of Canada worth $95.1K as of Q2 2024.
Institutional & Family Asset Management bought 6 Royal Bank of Canada shares in Q2 2024, an estimated $617.
Royal Bank of Canada made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #192 holding.
Institutional & Family Asset Management first reported a position in Royal Bank of Canada in Q1 2020 and has held it in 6 quarters since.
Institutional & Family Asset Management's Royal Bank of Canada position peaked at $96.2K in Q4 2023.
674 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.