M&R Capital Management’s Royal Bank of Canada RY Stock Holding History

M&R Capital 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
2024 Q1	–	Sell	-1,821	Closed	-$184K	–	619
2023 Q4	$184K	Sell	1,821 -222	-11%	-$19.6K	0.05%	153
2023 Q3	$179K	Hold	2,043	–	–	0.05%	147
2023 Q2	$195K	Hold	2,043	–	–	0.05%	145
2023 Q1	$195K	Hold	2,043	–	–	0.05%	142
2022 Q4	$192K	Hold	2,043	–	–	0.05%	139
2022 Q3	$183K	Hold	2,043	–	–	0.05%	142
2022 Q2	$197K	Buy	2,043 +1	+0%	+$102	0.05%	144
2022 Q1	$225K	Hold	2,042	–	–	0.05%	145
2021 Q4	$216K	Hold	2,042	–	–	0.04%	149
2021 Q3	$203K	Hold	2,042	–	–	0.05%	149
2021 Q2	$206K	Buy	+2,042	New	+$202K	0.05%	149
2020 Q1	–	Sell	-203	Closed	-$16K	–	490
2019 Q4	$16K	Hold	203	–	–	﹤0.01%	356
2019 Q3	$16K	Hold	203	–	–	﹤0.01%	373
2019 Q2	$16K	Hold	203	–	–	﹤0.01%	381
2019 Q1	$15K	Hold	203	–	–	﹤0.01%	383
2018 Q4	$13K	Hold	203	–	–	﹤0.01%	390
2018 Q3	$16K	Hold	203	–	–	﹤0.01%	401
2018 Q2	$15K	Hold	203	–	–	﹤0.01%	404
2018 Q1	$15K	Hold	203	–	–	﹤0.01%	410
2017 Q4	$16K	Hold	203	–	–	﹤0.01%	409
2017 Q3	$15K	Hold	203	–	–	﹤0.01%	417
2017 Q2	$14K	Hold	203	–	–	﹤0.01%	418
2017 Q1	$14K	Hold	203	–	–	﹤0.01%	420
2016 Q4	$13K	Hold	203	–	–	﹤0.01%	410
2016 Q3	$12K	Hold	203	–	–	﹤0.01%	419
2016 Q2	$11K	Buy	+203	New	+$12.2K	﹤0.01%	424

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

M&R Capital Management's RY Position: Q1 2024 in Review

M&R Capital Management sold out of Royal Bank of Canada (RY) in Q1 2024, closing a stake of 1,821 shares — an estimated $184K sold.

M&R Capital Management first reported a position in RY in Q2 2016 and held it in 26 quarters. The position peaked at $225K in Q1 2022. 665 funds tracked by Wall St. Rank hold RY as of Q1 2024.

M&R Capital Management reported no remaining Royal Bank of Canada position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 1,821 Royal Bank of Canada shares in Q1 2024, an estimated $184K.
M&R Capital Management first reported a position in Royal Bank of Canada in Q2 2016 and held it in 26 quarters.
M&R Capital Management's Royal Bank of Canada position peaked at $225K in Q1 2022.
665 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.