LNWWM
RCI icon

Laird Norton Wetherby Wealth Management’s Rogers Communications RCI Stock Holding History

Laird Norton Wetherby 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
Q2 		– Sell
-5,491
Closed -$225K – 966
2024
Q1 		$225K Buy
5,491
+334
+6% +$15.1K 0.01% 845
2023
Q4 		$241K Sell
5,157
-2,371
-31% -$98.8K 0.01% 798
2023
Q3 		$289K Sell
7,528
-16
-0.2% -$671 0.02% 695
2023
Q2 		$344K Sell
7,544
-790
-9% -$37K 0.02% 665
2023
Q1 		$386K Buy
8,334
+540
+7% +$25.6K 0.02% 621
2022
Q4 		$365K Buy
7,794
+676
+9% +$28.8K 0.02% 620
2022
Q3 		$274K Buy
7,118
+1
+0% +$44 0.02% 691
2022
Q2 		$341K Buy
7,117
+1,498
+27% +$78.4K 0.02% 632
2022
Q1 		$319K Buy
5,619
+849
+18% +$43.9K 0.02% 701
2021
Q4 		$227K Buy
4,770
+67
+1% +$3.14K 0.01% 817
2021
Q3 		$219K Sell
4,703
-132
-3% -$6.64K 0.01% 830
2021
Q2 		$257K Buy
4,835
+69
+1% +$3.48K 0.02% 772
2021
Q1 		$220K Sell
4,766
-73
-2% -$3.42K 0.02% 715
2020
Q4 		$225K Buy
+4,839
New +$214K 0.02% 776
2020
Q2 		– Sell
-6,575
Closed -$273K – 747
2020
Q1 		$273K Buy
6,575
+1,098
+20% +$51.4K 0.03% 476
2019
Q4 		$272K Sell
5,477
-764
-12% -$36.8K 0.03% 564
2019
Q3 		$304K Sell
6,241
-361
-5% -$18.6K 0.03% 544
2019
Q2 		$353K Buy
6,602
+656
+11% +$34.3K 0.04% 483
2019
Q1 		$320K Buy
5,946
+434
+8% +$23.4K 0.04% 490
2018
Q4 		$283K Buy
5,512
+327
+6% +$16.9K 0.04% 482
2018
Q3 		$267K Buy
5,185
+411
+9% +$21K 0.03% 532
2018
Q2 		$227K Buy
4,774
+23
+0.5% +$1.08K 0.03% 564
2018
Q1 		$212K Buy
4,751
+77
+2% +$3.61K 0.03% 594
2017
Q4 		$238K Buy
4,674
+45
+1% +$2.35K 0.03% 533
2017
Q3 		$239K Buy
4,629
+336
+8% +$17.2K 0.04% 514
2017
Q2 		$203K Buy
+4,293
New +$198K 0.03% 530

Other funds holding RCI

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's RCI Position: Q2 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Rogers Communications (RCI) in Q2 2024, closing a stake of 5,491 shares — an estimated $225K sold.

Laird Norton Wetherby Wealth Management first reported a position in RCI in Q2 2017 and held it in 26 quarters. The position peaked at $386K in Q1 2023. 271 funds tracked by Wall St. Rank hold RCI as of Q2 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Rogers Communications position as of Q2 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 5,491 Rogers Communications shares in Q2 2024, an estimated $225K.
  • Laird Norton Wetherby Wealth Management first reported a position in Rogers Communications in Q2 2017 and held it in 26 quarters.
  • Laird Norton Wetherby Wealth Management's Rogers Communications position peaked at $386K in Q1 2023.
  • 271 funds tracked by Wall St. Rank held Rogers Communications as of Q2 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.