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

Lenox 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
2020
Q2 		$353K Buy
5,211
+276
+6% +$17.6K 0.11% 110
2020
Q1 		$303K Buy
4,935
+474
+11% +$35.2K 0.1% 104
2019
Q4 		$353K Buy
4,461
+866
+24% +$69.8K 0.1% 112
2019
Q3 		$291K Buy
3,595
+1,474
+69% +$115K 0.08% 115
2019
Q2 		$168K Buy
2,121
+904
+74% +$70.6K 0.05% 142
2019
Q1 		$92K Buy
1,217
+800
+192% +$60.5K 0.03% 187
2018
Q4 		$29K Sell
417
-166
-28% -$12.1K 0.01% 249
2018
Q3 		$47K Buy
583
+174
+43% +$13.6K 0.01% 239
2018
Q2 		$31K Sell
409
-45
-10% -$3.44K 0.01% 248
2018
Q1 		$35K Buy
454
+33
+8% +$2.68K 0.01% 244
2017
Q4 		$34K Sell
421
-220
-34% -$17.4K 0.01% 259
2017
Q3 		$49K Buy
641
+507
+378% +$37.8K 0.02% 226
2017
Q2 		$10K Buy
+134
New +$9.4K ﹤0.01% 376
2016
Q1 		– Sell
-1,270
Closed -$68K – 253
2015
Q4 		$68K Hold
1,270
– – 0.05% 95
2015
Q3 		$70K Hold
1,270
– – 0.06% 66
2015
Q2 		$78K Hold
1,270
– – 0.06% 65
2015
Q1 		$77K Hold
1,270
– – 0.05% 68
2014
Q4 		$87K Hold
1,270
– – 0.06% 66
2014
Q3 		$91K Hold
1,270
– – 0.06% 68
2014
Q2 		$91K Hold
1,270
– – 0.06% 71
2014
Q1 		$84K Hold
1,270
– – 0.04% 78
2013
Q4 		$85K Buy
+1,270
New +$84.2K 0.06% 79

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lenox Wealth Management's RY Position: Q2 2020 in Review

Lenox Wealth Management increased its Royal Bank of Canada (RY) stake by 5.6% in Q2 2020, buying an estimated $17.6K and bringing the position to 5,211 shares worth $353K. The position accounts for 0.11% of the portfolio, ranked #110.

Lenox Wealth Management first reported a position in RY in Q4 2013 and has held it in 22 quarters since. 506 funds tracked by Wall St. Rank hold RY as of Q2 2020.

  • Lenox Wealth Management held 5,211 shares of Royal Bank of Canada worth $353K as of Q2 2020.
  • Lenox Wealth Management bought 276 Royal Bank of Canada shares in Q2 2020, an estimated $17.6K.
  • Royal Bank of Canada made up 0.11% of Lenox Wealth Management's portfolio in Q2 2020, its #110 holding.
  • Lenox Wealth Management first reported a position in Royal Bank of Canada in Q4 2013 and has held it in 22 quarters since.
  • 506 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.