Lenox Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

Lenox Wealth Advisors’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
2020 Q4	–	Sell	-151	Closed	-$11K	–	659
2020 Q3	$11K	Buy	+151	New	+$10.9K	﹤0.01%	366
2015 Q4	–	Sell	-147	Closed	-$8K	–	556
2015 Q3	$8K	Buy	+147	New	+$8.37K	﹤0.01%	209

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lenox Wealth Advisors's RY Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Royal Bank of Canada (RY) in Q4 2020, closing a stake of 151 shares — an estimated $11K sold.

Lenox Wealth Advisors first reported a position in RY in Q3 2015 and held it in 2 quarters. The position peaked at $11K in Q3 2020. 579 funds tracked by Wall St. Rank hold RY as of Q4 2020.

Lenox Wealth Advisors reported no remaining Royal Bank of Canada position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 151 Royal Bank of Canada shares in Q4 2020, an estimated $11K.
Lenox Wealth Advisors first reported a position in Royal Bank of Canada in Q3 2015 and held it in 2 quarters.
Lenox Wealth Advisors's Royal Bank of Canada position peaked at $11K in Q3 2020.
579 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.