MilWealth Group’s Royal Bank of Canada RY Stock Holding History

MilWealth Group’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
2021 Q1	–	Sell	-32	Closed	-$2.63K	–	70
2020 Q4	$2.63K	Hold	32	–	–	﹤0.01%	49
2020 Q3	$2.24K	Hold	32	–	–	﹤0.01%	51
2020 Q2	$2.17K	Hold	32	–	–	﹤0.01%	58
2020 Q1	$1.97K	Buy	+32	New	+$2.38K	﹤0.01%	61

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MilWealth Group's RY Position: Q1 2021 in Review

MilWealth Group sold out of Royal Bank of Canada (RY) in Q1 2021, closing a stake of 32 shares — an estimated $2.63K sold.

MilWealth Group first reported a position in RY in Q1 2020 and held it in 4 quarters. The position peaked at $2.63K in Q4 2020. 588 funds tracked by Wall St. Rank hold RY as of Q1 2021.

MilWealth Group reported no remaining Royal Bank of Canada position as of Q1 2021 after selling out during the quarter.
MilWealth Group sold 32 Royal Bank of Canada shares in Q1 2021, an estimated $2.63K.
MilWealth Group first reported a position in Royal Bank of Canada in Q1 2020 and held it in 4 quarters.
MilWealth Group's Royal Bank of Canada position peaked at $2.63K in Q4 2020.
588 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2021.

Based on MilWealth Group's 13F filing for Q1 2021, filed 9 May 2023.