Laurel Wealth Advisors (California)’s Royal Bank of Canada RY Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$215K	Hold	2,284	–	–	0.02%	614
2022 Q3	$206K	Hold	2,284	–	–	0.02%	606
2022 Q2	$221K	Hold	2,284	–	–	0.02%	600
2022 Q1	$252K	Buy	2,284 +135	+6%	+$15.1K	0.02%	642
2021 Q4	$228K	Buy	+2,149	New	+$223K	0.02%	713

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Laurel Wealth Advisors (California)'s RY Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Royal Bank of Canada (RY) position steady in Q4 2022 at 2,284 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #614.

Laurel Wealth Advisors (California) first reported a position in RY in Q4 2021 and has held it in 5 quarters since. The position peaked at $252K in Q1 2022. 661 funds tracked by Wall St. Rank hold RY as of Q4 2022.

Laurel Wealth Advisors (California) held 2,284 shares of Royal Bank of Canada worth $215K as of Q4 2022.
Laurel Wealth Advisors (California) left its Royal Bank of Canada share count unchanged in Q4 2022.
Royal Bank of Canada made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #614 holding.
Laurel Wealth Advisors (California) first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 5 quarters since.
Laurel Wealth Advisors (California)'s Royal Bank of Canada position peaked at $252K in Q1 2022.
661 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.