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

Liberty 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
Q3 		– Sell
-10
Closed -$1K – 937
2020
Q2 		$1K Hold
10
– – ﹤0.01% 810
2020
Q1 		$1K Hold
10
– – ﹤0.01% 833
2019
Q4 		$1K Hold
10
– – ﹤0.01% 859
2019
Q3 		$1K Hold
10
– – ﹤0.01% 825
2019
Q2 		$1K Hold
10
– – ﹤0.01% 857
2019
Q1 		$0 Hold
10
– – ﹤0.01% 832
2018
Q4 		$0 Buy
+10
New +$730 ﹤0.01% 790

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Liberty Wealth Management's RY Position: Q3 2020 in Review

Liberty Wealth Management sold out of Royal Bank of Canada (RY) in Q3 2020, closing a stake of 10 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in RY in Q4 2018 and held it in 7 quarters. The position peaked at $1K in Q2 2020. 521 funds tracked by Wall St. Rank hold RY as of Q3 2020.

  • Liberty Wealth Management reported no remaining Royal Bank of Canada position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 10 Royal Bank of Canada shares in Q3 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in Royal Bank of Canada in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's Royal Bank of Canada position peaked at $1K in Q2 2020.
  • 521 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.