Next Financial Group’s Royal Bank of Canada RY Stock Holding History

Next Financial 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 Q4	$2K	Hold	21	–	–	﹤0.01%	2642
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	2519
2021 Q2	$2K	Sell	21 -1	-5%	-$99	﹤0.01%	2447
2021 Q1	$2K	Buy	22 +5	+29%	+$435	﹤0.01%	2333
2020 Q4	$1K	Sell	17 -2	-11%	-$155	﹤0.01%	2301
2020 Q3	$1K	Buy	+19	New	+$1.37K	﹤0.01%	2136
2019 Q3	–	Sell	-39	Closed	-$3K	–	2405
2019 Q2	$3K	Buy	+39	New	+$3.05K	﹤0.01%	2036
2019 Q1	–	Sell	-719	Closed	-$49K	–	2039
2018 Q4	$49K	Buy	+719	New	+$52.5K	0.01%	806
2017 Q4	–	Sell	-200	Closed	-$16K	–	1174
2017 Q3	$16K	Hold	200	–	–	﹤0.01%	1049
2017 Q2	$15K	Hold	200	–	–	﹤0.01%	1186
2017 Q1	$14K	Sell	200 -1,088	-84%	-$78.8K	﹤0.01%	1161
2016 Q4	$87K	Sell	1,288 -45	-3%	-$2.92K	0.02%	736
2016 Q3	$83K	Buy	1,333 +303	+29%	+$18.6K	0.02%	742
2016 Q2	$60K	Buy	1,030 +736	+250%	+$44.2K	0.02%	604
2016 Q1	$16K	Buy	294 +151	+106%	+$7.83K	0.01%	1024
2015 Q4	$7K	Hold	143	–	–	﹤0.01%	1302
2015 Q3	$7K	Buy	143 +1	+0.7%	+$57	﹤0.01%	1332
2015 Q2	$8K	Buy	142 +100	+238%	+$6.44K	﹤0.01%	1340
2015 Q1	$2K	Buy	+42	New	+$2.58K	﹤0.01%	1705

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Next Financial Group's RY Position: Q4 2021 in Review

Next Financial Group held its Royal Bank of Canada (RY) position steady in Q4 2021 at 21 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

Next Financial Group first reported a position in RY in Q1 2015 and has held it in 19 quarters since. The position peaked at $87K in Q4 2016. 656 funds tracked by Wall St. Rank hold RY as of Q4 2021.

Next Financial Group held 21 shares of Royal Bank of Canada worth $2K as of Q4 2021.
Next Financial Group left its Royal Bank of Canada share count unchanged in Q4 2021.
Royal Bank of Canada made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2642 holding.
Next Financial Group first reported a position in Royal Bank of Canada in Q1 2015 and has held it in 19 quarters since.
Next Financial Group's Royal Bank of Canada position peaked at $87K in Q4 2016.
656 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.