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 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Orgel Wealth Management's RY Position: Q1 2020 in Review

Orgel Wealth Management sold out of Royal Bank of Canada (RY) in Q1 2020, closing a stake of 2,940 shares — an estimated $233K sold.

Orgel Wealth Management first reported a position in RY in Q2 2016 and held it in 15 quarters. The position peaked at $327K in Q4 2017. 508 funds tracked by Wall St. Rank hold RY as of Q1 2020.

Orgel Wealth Management reported no remaining Royal Bank of Canada position as of Q1 2020 after selling out during the quarter.
Orgel Wealth Management sold 2,940 Royal Bank of Canada shares in Q1 2020, an estimated $233K.
Orgel Wealth Management first reported a position in Royal Bank of Canada in Q2 2016 and held it in 15 quarters.
Orgel Wealth Management's Royal Bank of Canada position peaked at $327K in Q4 2017.
508 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2020.

Based on Orgel Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.