Pathstone Family Office’s Royal Bank of Canada RY Stock Holding History

Pathstone Family Office’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
2022 Q4	–	Sell	-2,400	Closed	-$12.1K	–	1573
2022 Q3	$12.1K	Buy	+2,400	New	+$230K	﹤0.01%	1463

Other funds holding RY

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Pathstone Family Office's RY Position: Q3 2023 in Review

Pathstone Family Office increased its Royal Bank of Canada (RY) stake by 0.18% in Q3 2023, buying an estimated $36.7K and bringing the position to 216,847 shares worth $19M. The position accounts for 0.14% of the portfolio, ranked #105.

Pathstone Family Office first reported a position in RY in Q3 2014 and has held it in 22 quarters since. The position peaked at $1.17B in Q4 2019. 641 funds tracked by Wall St. Rank hold RY as of Q3 2023.

Pathstone Family Office held 216,847 shares of Royal Bank of Canada worth $19M as of Q3 2023.
Pathstone Family Office bought 395 Royal Bank of Canada shares in Q3 2023, an estimated $36.7K.
Royal Bank of Canada made up 0.14% of Pathstone Family Office's portfolio in Q3 2023, its #105 holding.
Pathstone Family Office first reported a position in Royal Bank of Canada in Q3 2014 and has held it in 22 quarters since.
Pathstone Family Office's Royal Bank of Canada position peaked at $1.17B in Q4 2019.
641 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.