Lake Street Private Wealth’s Royal Bank of Canada RY Stock Holding History

Lake Street Private Wealth’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 Q4	–	Sell	-2,312	Closed	-$230K	–	338
2021 Q3	$230K	Sell	2,312 -36	-2%	-$3.67K	0.06%	208
2021 Q2	$239K	Sell	2,348 -283	-11%	-$28.1K	0.06%	188
2021 Q1	$243K	Sell	2,631 -956	-27%	-$83.2K	0.07%	186
2020 Q4	$294K	Buy	+3,587	New	+$278K	0.08%	166

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

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

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

Norges Bank Oslo, Norway $1T AUM

Lake Street Private Wealth's RY Position: Q4 2021 in Review

Lake Street Private Wealth sold out of Royal Bank of Canada (RY) in Q4 2021, closing a stake of 2,312 shares — an estimated $230K sold.

Lake Street Private Wealth first reported a position in RY in Q4 2020 and held it in 4 quarters. The position peaked at $294K in Q4 2020. 656 funds tracked by Wall St. Rank hold RY as of Q4 2021.

Lake Street Private Wealth reported no remaining Royal Bank of Canada position as of Q4 2021 after selling out during the quarter.
Lake Street Private Wealth sold 2,312 Royal Bank of Canada shares in Q4 2021, an estimated $230K.
Lake Street Private Wealth first reported a position in Royal Bank of Canada in Q4 2020 and held it in 4 quarters.
Lake Street Private Wealth's Royal Bank of Canada position peaked at $294K in Q4 2020.
656 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2021.

Based on Lake Street Private Wealth's 13F filing for Q4 2021, filed 24 Jan 2022.