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

Lake Point 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
2022 Q2	$9K	Hold	95	–	–	0.01%	165
2022 Q1	$10K	Hold	95	–	–	﹤0.01%	165
2021 Q4	$10K	Hold	95	–	–	﹤0.01%	174
2021 Q3	$9K	Hold	95	–	–	﹤0.01%	172
2021 Q2	$10K	Buy	+95	New	+$9.42K	﹤0.01%	174
2020 Q1	–	Sell	-95	Closed	-$8K	–	449
2019 Q4	$8K	Buy	+95	New	+$7.65K	﹤0.01%	302
2019 Q2	$8K	Hold	95	–	–	﹤0.01%	367
2019 Q1	$8K	Hold	95	–	–	﹤0.01%	367
2018 Q4	$7K	Buy	+95	New	+$6.93K	﹤0.01%	519

Other funds holding RY

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Point Wealth Management's RY Position: Q2 2022 in Review

Lake Point Wealth Management held its Royal Bank of Canada (RY) position steady in Q2 2022 at 95 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #165.

Lake Point Wealth Management first reported a position in RY in Q4 2018 and has held it in 9 quarters since. The position peaked at $10K in Q1 2022. 645 funds tracked by Wall St. Rank hold RY as of Q2 2022.

Lake Point Wealth Management held 95 shares of Royal Bank of Canada worth $9K as of Q2 2022.
Lake Point Wealth Management left its Royal Bank of Canada share count unchanged in Q2 2022.
Royal Bank of Canada made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #165 holding.
Lake Point Wealth Management first reported a position in Royal Bank of Canada in Q4 2018 and has held it in 9 quarters since.
Lake Point Wealth Management's Royal Bank of Canada position peaked at $10K in Q1 2022.
645 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.