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

Loveless 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
2022 Q2	$551K	Buy	5,695 +310	+6%	+$31.7K	0.36%	83
2022 Q1	$594K	Buy	5,385 +125	+2%	+$14K	0.34%	85
2021 Q4	$558K	Buy	5,260 +300	+6%	+$31.1K	0.31%	91
2021 Q3	$493K	Buy	4,960 +300	+6%	+$30.6K	0.3%	95
2021 Q2	$472K	Buy	4,660 +585	+14%	+$58K	0.29%	97
2021 Q1	$376K	Buy	4,075 +175	+4%	+$15.2K	0.25%	97
2020 Q4	$320K	Buy	3,900 +22	+0.6%	+$1.7K	0.24%	98
2020 Q3	$272K	Buy	+3,878	New	+$279K	0.23%	95

Other funds holding RY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loveless Wealth Management's RY Position: Q2 2022 in Review

Loveless Wealth Management increased its Royal Bank of Canada (RY) stake by 5.8% in Q2 2022, buying an estimated $31.7K and bringing the position to 5,695 shares worth $551K. The position accounts for 0.36% of the portfolio, ranked #83.

Loveless Wealth Management first reported a position in RY in Q3 2020 and has held it in 8 quarters since. The position peaked at $594K in Q1 2022. 645 funds tracked by Wall St. Rank hold RY as of Q2 2022.

Loveless Wealth Management held 5,695 shares of Royal Bank of Canada worth $551K as of Q2 2022.
Loveless Wealth Management bought 310 Royal Bank of Canada shares in Q2 2022, an estimated $31.7K.
Royal Bank of Canada made up 0.36% of Loveless Wealth Management's portfolio in Q2 2022, its #83 holding.
Loveless Wealth Management first reported a position in Royal Bank of Canada in Q3 2020 and has held it in 8 quarters since.
Loveless Wealth Management's Royal Bank of Canada position peaked at $594K in Q1 2022.
645 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.