Laurel Wealth Planning’s Royal Bank of Canada RY Stock Holding History

Laurel Wealth Planning’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
2023 Q1	–	Sell	-78	Closed	-$7.33K	–	168
2022 Q4	$7.33K	Hold	78	–	–	﹤0.01%	171
2022 Q3	$7K	Hold	78	–	–	0.01%	172
2022 Q2	$8K	Hold	78	–	–	0.01%	172
2022 Q1	$9K	Hold	78	–	–	0.01%	197
2021 Q4	$8K	Hold	78	–	–	0.01%	150
2021 Q3	$8K	Buy	+78	New	+$7.95K	0.01%	154

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Laurel Wealth Planning's RY Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Royal Bank of Canada (RY) in Q1 2023, closing a stake of 78 shares — an estimated $7.33K sold.

Laurel Wealth Planning first reported a position in RY in Q3 2021 and held it in 6 quarters. The position peaked at $9K in Q1 2022. 663 funds tracked by Wall St. Rank hold RY as of Q1 2023.

Laurel Wealth Planning reported no remaining Royal Bank of Canada position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 78 Royal Bank of Canada shares in Q1 2023, an estimated $7.33K.
Laurel Wealth Planning first reported a position in Royal Bank of Canada in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's Royal Bank of Canada position peaked at $9K in Q1 2022.
663 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.