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

Orgel 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
2020 Q1	–	Sell	-2,940	Closed	-$233K	–	53
2019 Q4	$233K	Sell	2,940 -760	-21%	-$61.2K	0.06%	44
2019 Q3	$300K	Hold	3,700	–	–	0.11%	35
2019 Q2	$294K	Hold	3,700	–	–	0.11%	31
2019 Q1	$280K	Sell	3,700 -300	-8%	-$22.7K	0.09%	33
2018 Q4	$274K	Hold	4,000	–	–	0.08%	33
2018 Q3	$321K	Hold	4,000	–	–	0.14%	28
2018 Q2	$301K	Hold	4,000	–	–	0.07%	28
2018 Q1	$309K	Hold	4,000	–	–	0.08%	29
2017 Q4	$327K	Hold	4,000	–	–	0.08%	29
2017 Q3	$309K	Hold	4,000	–	–	0.11%	17
2017 Q2	$290K	Hold	4,000	–	–	0.11%	13
2017 Q1	$292K	Hold	4,000	–	–	0.13%	13
2016 Q4	$271K	Hold	4,000	–	–	0.17%	16
2016 Q3	$248K	Hold	4,000	–	–	0.17%	16
2016 Q2	$236K	Buy	+4,000	New	+$240K	0.1%	18

Other funds holding RY

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

TD Asset Management

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

Fidelity International

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Mackenzie Financial

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

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM