Nichols & Pratt Advisers’s Royal Bank of Canada RY Stock Holding History

Nichols & Pratt Advisers’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 Q3	–	Sell	-2,252	Closed	-$240K	–	107
2024 Q2	$240K	Buy	+2,252	New	+$232K	0.02%	96
2019 Q4	–	Sell	-2,827	Closed	-$229K	–	101
2019 Q3	$229K	Sell	2,827 -25	-0.9%	-$1.95K	0.02%	99
2019 Q2	$226K	Hold	2,852	–	–	0.02%	104
2019 Q1	$215K	Buy	+2,852	New	+$216K	0.02%	103
2018 Q4	–	Sell	-2,852	Closed	-$229K	–	109
2018 Q3	$229K	Hold	2,852	–	–	0.02%	106
2018 Q2	$215K	Hold	2,852	–	–	0.02%	105
2018 Q1	$220K	Hold	2,852	–	–	0.02%	108
2017 Q4	$233K	Hold	2,852	–	–	0.02%	105
2017 Q3	$221K	Hold	2,852	–	–	0.02%	105
2017 Q2	$207K	Hold	2,852	–	–	0.02%	106
2017 Q1	$208K	Buy	+2,852	New	+$207K	0.02%	103
2014 Q4	–	Sell	-2,852	Closed	-$204K	–	124
2014 Q3	$204K	Hold	2,852	–	–	0.02%	121
2014 Q2	$204K	Buy	+2,852	New	+$193K	0.02%	122

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Nichols & Pratt Advisers's RY Position: Q3 2024 in Review

Nichols & Pratt Advisers sold out of Royal Bank of Canada (RY) in Q3 2024, closing a stake of 2,252 shares — an estimated $240K sold.

Nichols & Pratt Advisers first reported a position in RY in Q2 2014 and held it in 13 quarters. The position peaked at $240K in Q2 2024. 722 funds tracked by Wall St. Rank hold RY as of Q3 2024.

Nichols & Pratt Advisers reported no remaining Royal Bank of Canada position as of Q3 2024 after selling out during the quarter.
Nichols & Pratt Advisers sold 2,252 Royal Bank of Canada shares in Q3 2024, an estimated $240K.
Nichols & Pratt Advisers first reported a position in Royal Bank of Canada in Q2 2014 and held it in 13 quarters.
Nichols & Pratt Advisers's Royal Bank of Canada position peaked at $240K in Q2 2024.
722 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2024.

Based on Nichols & Pratt Advisers's 13F filing for Q3 2024, filed 25 Oct 2024.