Loring Wolcott & Coolidge Fiduciary Advisors’s Royal Bank of Canada RY Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2022 Q4	–	Sell	-43	Closed	-$4K	–	599
2022 Q3	$4K	Hold	43	–	–	﹤0.01%	559
2022 Q2	$4K	Hold	43	–	–	﹤0.01%	586
2022 Q1	$5K	Buy	+43	New	+$4.82K	﹤0.01%	588
2015 Q2	–	Sell	-1,100	Closed	-$66K	–	626
2015 Q1	$66K	Buy	+1,100	New	+$67.6K	﹤0.01%	403

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RY Position: Q4 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Royal Bank of Canada (RY) in Q4 2022, closing a stake of 43 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RY in Q1 2015 and held it in 4 quarters. The position peaked at $66K in Q1 2015. 662 funds tracked by Wall St. Rank hold RY as of Q4 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Royal Bank of Canada position as of Q4 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 43 Royal Bank of Canada shares in Q4 2022, an estimated $4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Royal Bank of Canada in Q1 2015 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Royal Bank of Canada position peaked at $66K in Q1 2015.
662 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.