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LifeSteps Financial’s Royal Bank of Canada RY Stock Holding History

LifeSteps 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
2024
Q2 		– Sell
-77
Closed -$7.77K – 338
2024
Q1 		$7.77K Buy
+77
New +$7.6K 0.01% 316

Other funds holding RY

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LifeSteps Financial's RY Position: Q2 2024 in Review

LifeSteps Financial sold out of Royal Bank of Canada (RY) in Q2 2024, closing a stake of 77 shares — an estimated $7.77K sold.

LifeSteps Financial first reported a position in RY in Q1 2024 and held it in 1 quarter. The position peaked at $7.77K in Q1 2024. 674 funds tracked by Wall St. Rank hold RY as of Q2 2024.

  • LifeSteps Financial reported no remaining Royal Bank of Canada position as of Q2 2024 after selling out during the quarter.
  • LifeSteps Financial sold 77 Royal Bank of Canada shares in Q2 2024, an estimated $7.77K.
  • LifeSteps Financial first reported a position in Royal Bank of Canada in Q1 2024 and held it in 1 quarter.
  • LifeSteps Financial's Royal Bank of Canada position peaked at $7.77K in Q1 2024.
  • 674 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.