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

Intercontinental 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
2023 Q2	$635K	Buy	6,651 +191	+3%	+$18.2K	0.15%	156
2023 Q1	$617K	Sell	6,460 -86	-1%	-$8.52K	0.16%	150
2022 Q4	$615K	Buy	6,546 +33	+0.5%	+$3.12K	0.18%	128
2022 Q3	$586K	Sell	6,513 -193	-3%	-$18.5K	0.18%	127
2022 Q2	$649K	Buy	6,706 +110	+2%	+$11.3K	0.18%	119
2022 Q1	$727K	Sell	6,596 -271	-4%	-$30.4K	0.17%	126
2021 Q4	$729K	Buy	6,867 +230	+3%	+$23.9K	0.15%	130
2021 Q3	$660K	Sell	6,637 -224	-3%	-$22.8K	0.15%	131
2021 Q2	$695K	Buy	6,861 +1	+0%	+$99	0.14%	124
2021 Q1	$633K	Buy	6,860 +360	+6%	+$31.3K	0.14%	127
2020 Q4	$533K	Buy	6,500 +1,229	+23%	+$95.1K	0.13%	138
2020 Q3	$370K	Buy	5,271 +542	+11%	+$39K	0.11%	143
2020 Q2	$321K	Buy	4,729 +488	+12%	+$31K	0.1%	141
2020 Q1	$261K	Buy	4,241 +1,874	+79%	+$139K	0.14%	124
2019 Q4	$190K	Sell	2,367 -1,889	-44%	-$152K	0.16%	114
2019 Q3	$345K	Buy	4,256 +13	+0.3%	+$1.01K	0.21%	91
2019 Q2	$337K	Sell	4,243 -83	-2%	-$6.49K	0.17%	89
2019 Q1	$327K	Buy	4,326 +294	+7%	+$22.2K	0.16%	93
2018 Q4	$276K	Sell	4,032 -273	-6%	-$19.9K	0.15%	94
2018 Q3	$345K	Buy	4,305 +252	+6%	+$19.8K	0.17%	88
2018 Q2	$305K	Hold	4,053	–	–	0.17%	91
2018 Q1	$313K	Buy	4,053 +369	+10%	+$30K	0.18%	86
2017 Q4	$301K	Buy	3,684 +194	+6%	+$15.4K	0.17%	97
2017 Q3	$270K	Buy	3,490 +662	+23%	+$49.4K	0.16%	100
2017 Q2	$205K	Buy	+2,828	New	+$198K	0.13%	119

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intercontinental Wealth Advisors's RY Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Royal Bank of Canada (RY) stake by 3% in Q2 2023, buying an estimated $18.2K and bringing the position to 6,651 shares worth $635K. The position accounts for 0.15% of the portfolio, ranked #156.

Intercontinental Wealth Advisors first reported a position in RY in Q2 2017 and has held it in 25 quarters since. The position peaked at $729K in Q4 2021. 650 funds tracked by Wall St. Rank hold RY as of Q2 2023.

Intercontinental Wealth Advisors held 6,651 shares of Royal Bank of Canada worth $635K as of Q2 2023.
Intercontinental Wealth Advisors bought 191 Royal Bank of Canada shares in Q2 2023, an estimated $18.2K.
Royal Bank of Canada made up 0.15% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #156 holding.
Intercontinental Wealth Advisors first reported a position in Royal Bank of Canada in Q2 2017 and has held it in 25 quarters since.
Intercontinental Wealth Advisors's Royal Bank of Canada position peaked at $729K in Q4 2021.
650 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.