Krilogy Financial’s Royal Bank of Canada RY Stock Holding History

Krilogy Financial’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
2021 Q1	–	Sell	-13,026	Closed	-$1.07M	–	277
2020 Q4	$1.07M	Buy	13,026 +329	+3%	+$25.5K	0.13%	110
2020 Q3	$891K	Sell	12,697 -5,425	-30%	-$390K	0.12%	121
2020 Q2	$1.23M	Buy	+18,122	New	+$1.15M	0.19%	79
2016 Q3	–	Sell	-500	Closed	-$30K	–	768
2016 Q2	$30K	Buy	+500	New	+$30K	0.01%	387

Other funds holding RY

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Krilogy Financial's RY Position: Q1 2021 in Review

Krilogy Financial sold out of Royal Bank of Canada (RY) in Q1 2021, closing a stake of 13,026 shares — an estimated $1.07M sold.

Krilogy Financial first reported a position in RY in Q2 2016 and held it in 4 quarters. The position peaked at $1.23M in Q2 2020. 588 funds tracked by Wall St. Rank hold RY as of Q1 2021.

Krilogy Financial reported no remaining Royal Bank of Canada position as of Q1 2021 after selling out during the quarter.
Krilogy Financial sold 13,026 Royal Bank of Canada shares in Q1 2021, an estimated $1.07M.
Krilogy Financial first reported a position in Royal Bank of Canada in Q2 2016 and held it in 4 quarters.
Krilogy Financial's Royal Bank of Canada position peaked at $1.23M in Q2 2020.
588 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2021.

Based on Krilogy Financial's 13F filing for Q1 2021, filed 21 Apr 2021.