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Money Concepts Capital’s Royal Bank of Canada RY Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-403
Closed -$37.9K – 2436
2022
Q4 		$37.9K Buy
+403
New +$38K ﹤0.01% 1354
2022
Q2 		– Sell
-426
Closed -$47K – 2419
2022
Q1 		$47K Buy
+426
New +$47.8K ﹤0.01% 1265

Other funds holding RY

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Money Concepts Capital's RY Position: Q1 2023 in Review

Money Concepts Capital sold out of Royal Bank of Canada (RY) in Q1 2023, closing a stake of 403 shares — an estimated $37.9K sold.

Money Concepts Capital first reported a position in RY in Q1 2022 and held it in 2 quarters. The position peaked at $47K in Q1 2022. 663 funds tracked by Wall St. Rank hold RY as of Q1 2023.

  • Money Concepts Capital reported no remaining Royal Bank of Canada position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 403 Royal Bank of Canada shares in Q1 2023, an estimated $37.9K.
  • Money Concepts Capital first reported a position in Royal Bank of Canada in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Royal Bank of Canada position peaked at $47K in Q1 2022.
  • 663 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.