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

PFG Private 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
2023 Q4	–	Sell	-324	Closed	-$28.3K	–	287
2023 Q3	$28.3K	Sell	324 -608	-65%	-$56.6K	0.02%	148
2023 Q2	$89K	Buy	932 +5	+0.5%	+$477	0.05%	125
2023 Q1	$88.6K	Sell	927 -38	-4%	-$3.77K	0.06%	118
2022 Q4	$91K	Sell	965 -11	-1%	-$1.04K	0.06%	96
2022 Q3	$88K	Hold	976	–	–	0.06%	87
2022 Q2	$94K	Buy	976 +6	+0.6%	+$614	0.05%	108
2022 Q1	$107K	Buy	970 +944	+3,631%	+$106K	0.05%	116
2021 Q4	$3K	Hold	26	–	–	﹤0.01%	272
2021 Q3	$3K	Buy	+26	New	+$2.65K	﹤0.01%	265

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

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

PFG Private Wealth Management's RY Position: Q4 2023 in Review

PFG Private Wealth Management sold out of Royal Bank of Canada (RY) in Q4 2023, closing a stake of 324 shares — an estimated $28.3K sold.

PFG Private Wealth Management first reported a position in RY in Q3 2021 and held it in 9 quarters. The position peaked at $107K in Q1 2022. 675 funds tracked by Wall St. Rank hold RY as of Q4 2023.

PFG Private Wealth Management reported no remaining Royal Bank of Canada position as of Q4 2023 after selling out during the quarter.
PFG Private Wealth Management sold 324 Royal Bank of Canada shares in Q4 2023, an estimated $28.3K.
PFG Private Wealth Management first reported a position in Royal Bank of Canada in Q3 2021 and held it in 9 quarters.
PFG Private Wealth Management's Royal Bank of Canada position peaked at $107K in Q1 2022.
675 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.