Level Four Financial’s Royal Bank of Canada RY Stock Holding History

Level Four Financial’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 Q3	$388K	Hold	3,900	–	–	0.17%	155
2021 Q2	$395K	Sell	3,900 -100	-3%	-$9.91K	0.17%	171
2021 Q1	$369K	Sell	4,000 -1,000	-20%	-$87K	0.17%	168
2020 Q4	$410K	Buy	+5,000	New	+$387K	0.18%	161

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Level Four Financial's RY Position: Q3 2021 in Review

Level Four Financial held its Royal Bank of Canada (RY) position steady in Q3 2021 at 3,900 shares worth $388K. The position accounts for 0.17% of the portfolio, ranked #155.

Level Four Financial first reported a position in RY in Q4 2020 and has held it in 4 quarters since. The position peaked at $410K in Q4 2020. 614 funds tracked by Wall St. Rank hold RY as of Q3 2021.

Level Four Financial held 3,900 shares of Royal Bank of Canada worth $388K as of Q3 2021.
Level Four Financial left its Royal Bank of Canada share count unchanged in Q3 2021.
Royal Bank of Canada made up 0.17% of Level Four Financial's portfolio in Q3 2021, its #155 holding.
Level Four Financial first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's Royal Bank of Canada position peaked at $410K in Q4 2020.
614 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.