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

Nicola 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
2025 Q1	–	Sell	-138,535	Closed	-$24M	–	124
2024 Q4	$24M	Sell	138,535 -45,100	-25%	-$5.57M	2.27%	12
2024 Q3	$31M	Sell	183,635 -15,300	-8%	-$1.76M	2.46%	5
2024 Q2	$29M	Hold	198,935	–	–	2.59%	4
2024 Q1	$27.2M	Sell	198,935 -9,200	-4%	-$908K	2.63%	5
2023 Q4	$27.9M	Sell	208,135 -42,255	-17%	-$3.72M	2.93%	2
2023 Q3	$29.7M	Sell	250,390 -3,400	-1%	-$316K	3.21%	6
2023 Q2	$24.3M	Sell	253,790 -22,300	-8%	-$2.13M	2.38%	6
2023 Q1	$26.4M	Hold	276,090	–	–	2.6%	5
2022 Q4	$25.9M	Hold	276,090	–	–	2.63%	3
2022 Q3	$25.1M	Buy	276,090 +19,800	+8%	+$1.9M	2.75%	3
2022 Q2	$24.8M	Sell	256,290 -20,800	-8%	-$2.13M	2.37%	5
2022 Q1	$30.5M	Sell	277,090 -17,300	-6%	-$1.94M	2.69%	3
2021 Q4	$31.3M	Sell	294,390 -27,000	-8%	-$2.8M	2.94%	2
2021 Q3	$31.8M	Sell	321,390 -1,700	-0.5%	-$173K	3.27%	2
2021 Q2	$32.8M	Buy	323,090 +9,800	+3%	+$971K	3.36%	1
2021 Q1	$28.9M	Sell	313,290 -36,000	-10%	-$3.13M	3.23%	2
2020 Q4	$28.7M	Hold	349,290	–	–	3.57%	1
2020 Q3	$24.5M	Buy	349,290 +27,500	+9%	+$1.98M	3.49%	1
2020 Q2	$21.8M	Buy	321,790 +16,000	+5%	+$1.02M	3.02%	1
2020 Q1	$26.7M	Buy	305,790 +106,000	+53%	+$7.87M	4.01%	1
2019 Q4	$20.5M	Sell	199,790 -6,000	-3%	-$483K	3.09%	4
2019 Q3	$22.1M	Hold	205,790	–	–	3.46%	2
2019 Q2	$21.4M	Sell	205,790 -7,000	-3%	-$547K	3.55%	2
2019 Q1	$21.5M	Hold	212,790	–	–	3.21%	2
2018 Q4	$19.9M	Hold	212,790	–	–	3.28%	2
2018 Q3	$22M	Hold	212,790	–	–	3.78%	2
2018 Q2	$21.1M	Hold	212,790	–	–	4.09%	2
2018 Q1	$21.2M	Buy	+212,790	New	+$17.3M	4.26%	2

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Nicola Wealth Management's RY Position: Q1 2025 in Review

Nicola Wealth Management sold out of Royal Bank of Canada (RY) in Q1 2025, closing a stake of 138,535 shares — an estimated $24M sold.

Nicola Wealth Management first reported a position in RY in Q1 2018 and held it in 28 quarters. The position peaked at $32.8M in Q2 2021. 766 funds tracked by Wall St. Rank hold RY as of Q1 2025.

Nicola Wealth Management reported no remaining Royal Bank of Canada position as of Q1 2025 after selling out during the quarter.
Nicola Wealth Management sold 138,535 Royal Bank of Canada shares in Q1 2025, an estimated $24M.
Nicola Wealth Management first reported a position in Royal Bank of Canada in Q1 2018 and held it in 28 quarters.
Nicola Wealth Management's Royal Bank of Canada position peaked at $32.8M in Q2 2021.
766 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2025.

Based on Nicola Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.