Janiczek Wealth Management’s Royal Bank of Canada RY Stock Holding History

Janiczek Wealth 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	$78K	Hold	733	–	–	0.02%	329
2024 Q1	$73.9K	Hold	733	–	–	0.02%	344
2023 Q4	$74.1K	Buy	733 +197	+37%	+$17.4K	0.02%	324
2023 Q3	$46.9K	Hold	536	–	–	0.01%	369
2023 Q2	$51.2K	Sell	536 -14	-3%	-$1.34K	0.01%	314
2023 Q1	$54.7K	Hold	550	–	–	0.02%	305
2022 Q4	$54.9K	Sell	550 -11	-2%	-$1.04K	0.02%	307
2022 Q3	$49K	Buy	561 +77	+16%	+$7.38K	0.02%	311
2022 Q2	$47K	Sell	484 -14	-3%	-$1.43K	0.01%	321
2022 Q1	$55K	Hold	498	–	–	0.02%	290
2021 Q4	$53K	Hold	498	–	–	0.02%	303
2021 Q3	$50K	Hold	498	–	–	0.02%	287
2021 Q2	$50K	Buy	498 +22	+5%	+$2.18K	0.02%	250
2021 Q1	$44K	Buy	476 +26	+6%	+$2.26K	0.02%	254
2020 Q4	$37K	Buy	450 +392	+676%	+$30.3K	0.02%	252
2020 Q3	$4K	Buy	+58	New	+$4.17K	﹤0.01%	402

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

Janiczek Wealth Management's RY Position: Q2 2024 in Review

Janiczek Wealth Management held its Royal Bank of Canada (RY) position steady in Q2 2024 at 733 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #329.

Janiczek Wealth Management first reported a position in RY in Q3 2020 and has held it in 16 quarters since. 675 funds tracked by Wall St. Rank hold RY as of Q2 2024.

Janiczek Wealth Management held 733 shares of Royal Bank of Canada worth $78K as of Q2 2024.
Janiczek Wealth Management left its Royal Bank of Canada share count unchanged in Q2 2024.
Royal Bank of Canada made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #329 holding.
Janiczek Wealth Management first reported a position in Royal Bank of Canada in Q3 2020 and has held it in 16 quarters since.
675 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.