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

Litman Gregory 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 Q4	–	Sell	-70	Closed	-$5K	–	215
2020 Q3	$5K	Buy	+70	New	+$5.03K	﹤0.01%	178

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

Litman Gregory Wealth Management's RY Position: Q4 2020 in Review

Litman Gregory Wealth Management sold out of Royal Bank of Canada (RY) in Q4 2020, closing a stake of 70 shares — an estimated $5K sold.

Litman Gregory Wealth Management first reported a position in RY in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 579 funds tracked by Wall St. Rank hold RY as of Q4 2020.

Litman Gregory Wealth Management reported no remaining Royal Bank of Canada position as of Q4 2020 after selling out during the quarter.
Litman Gregory Wealth Management sold 70 Royal Bank of Canada shares in Q4 2020, an estimated $5K.
Litman Gregory Wealth Management first reported a position in Royal Bank of Canada in Q3 2020 and held it in 1 quarter.
Litman Gregory Wealth Management's Royal Bank of Canada position peaked at $5K in Q3 2020.
579 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.