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Lumature Wealth Partners’s Royal Bank of Canada RY Stock Holding History

Lumature Wealth Partners’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 		– Sell
-51
Closed -$6K – 432
2022
Q1 		$6K Sell
51
-13
-20% -$1.46K ﹤0.01% 372
2021
Q4 		$7K Hold
64
– – ﹤0.01% 357
2021
Q3 		$6K Hold
64
– – ﹤0.01% 366
2021
Q2 		$6K Sell
64
-50
-44% -$4.96K ﹤0.01% 318
2021
Q1 		$11K Buy
+114
New +$9.92K 0.01% 284

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Lumature Wealth Partners's RY Position: Q2 2022 in Review

Lumature Wealth Partners sold out of Royal Bank of Canada (RY) in Q2 2022, closing a stake of 51 shares — an estimated $6K sold.

Lumature Wealth Partners first reported a position in RY in Q1 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2021. 645 funds tracked by Wall St. Rank hold RY as of Q2 2022.

  • Lumature Wealth Partners reported no remaining Royal Bank of Canada position as of Q2 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 51 Royal Bank of Canada shares in Q2 2022, an estimated $6K.
  • Lumature Wealth Partners first reported a position in Royal Bank of Canada in Q1 2021 and held it in 5 quarters.
  • Lumature Wealth Partners's Royal Bank of Canada position peaked at $11K in Q1 2021.
  • 645 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2022.

Based on Lumature Wealth Partners's 13F filing for Q2 2022, filed 10 Aug 2022.