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	-1,200	Closed	-$6.12K	–	1390
2022 Q3	$6.12K	Buy	+1,200	New	+$115K	﹤0.01%	1219

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

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

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

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

Norges Bank Oslo, Norway $1T 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 $129M in Q3 2018. 642 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 $129M in Q3 2018.
642 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.