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

Marietta 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
Q3 		– Sell
-5,910
Closed -$401K – 111
2020
Q2 		$401K Sell
5,910
-932
-14% -$59.3K 0.14% 94
2020
Q1 		$421K Buy
6,842
+232
+4% +$17.2K 0.16% 90
2019
Q4 		$524K Buy
6,610
+169
+3% +$13.6K 0.17% 85
2019
Q3 		$523K Buy
6,441
+416
+7% +$32.5K 0.19% 87
2019
Q2 		$478K Sell
6,025
-316
-5% -$24.7K 0.19% 91
2019
Q1 		$479K Sell
6,341
-692
-10% -$52.3K 0.2% 91
2018
Q4 		$482K Buy
7,033
+107
+2% +$7.81K 0.23% 89
2018
Q3 		$555K Sell
6,926
-115
-2% -$9.02K 0.25% 91
2018
Q2 		$530K Buy
7,041
+240
+4% +$18.4K 0.26% 91
2018
Q1 		$526K Sell
6,801
-300
-4% -$24.4K 0.28% 86
2017
Q4 		$580K Sell
7,101
-344
-5% -$27.3K 0.31% 79
2017
Q3 		$576K Sell
7,445
-2,368
-24% -$177K 0.32% 79
2017
Q2 		$712K Sell
9,813
-88
-0.9% -$6.17K 0.43% 73
2017
Q1 		$722K Buy
9,901
+971
+11% +$70.4K 0.48% 71
2016
Q4 		$605K Buy
+8,930
New +$579K 0.48% 74

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marietta Wealth Management's RY Position: Q3 2020 in Review

Marietta Wealth Management sold out of Royal Bank of Canada (RY) in Q3 2020, closing a stake of 5,910 shares — an estimated $401K sold.

Marietta Wealth Management first reported a position in RY in Q4 2016 and held it in 15 quarters. The position peaked at $722K in Q1 2017. 521 funds tracked by Wall St. Rank hold RY as of Q3 2020.

  • Marietta Wealth Management reported no remaining Royal Bank of Canada position as of Q3 2020 after selling out during the quarter.
  • Marietta Wealth Management sold 5,910 Royal Bank of Canada shares in Q3 2020, an estimated $401K.
  • Marietta Wealth Management first reported a position in Royal Bank of Canada in Q4 2016 and held it in 15 quarters.
  • Marietta Wealth Management's Royal Bank of Canada position peaked at $722K in Q1 2017.
  • 521 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2020.

Based on Marietta Wealth Management's 13F filing for Q3 2020, filed 4 Nov 2020.