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

Prestige Wealth Management Group’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
2021 Q1	–	Sell	-259	Closed	-$21K	–	1028
2020 Q4	$21K	Sell	259 -40	-13%	-$3.1K	0.01%	353
2020 Q3	$21K	Hold	299	–	–	0.01%	342
2020 Q2	$21K	Buy	299 +77	+35%	+$4.9K	0.01%	325
2020 Q1	$13K	Buy	222 +40	+22%	+$2.97K	0.01%	341
2019 Q4	$14K	Hold	182	–	–	0.01%	323
2019 Q3	$15K	Hold	182	–	–	0.01%	308
2019 Q2	$14K	Hold	182	–	–	0.01%	303
2019 Q1	$14K	Sell	182 -85	-32%	-$6.43K	0.01%	315
2018 Q4	$18K	Buy	+267	New	+$19.5K	0.01%	329

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prestige Wealth Management Group's RY Position: Q1 2021 in Review

Prestige Wealth Management Group sold out of Royal Bank of Canada (RY) in Q1 2021, closing a stake of 259 shares — an estimated $21K sold.

Prestige Wealth Management Group first reported a position in RY in Q4 2018 and held it in 9 quarters. The position peaked at $21K in Q4 2020. 588 funds tracked by Wall St. Rank hold RY as of Q1 2021.

Prestige Wealth Management Group reported no remaining Royal Bank of Canada position as of Q1 2021 after selling out during the quarter.
Prestige Wealth Management Group sold 259 Royal Bank of Canada shares in Q1 2021, an estimated $21K.
Prestige Wealth Management Group first reported a position in Royal Bank of Canada in Q4 2018 and held it in 9 quarters.
Prestige Wealth Management Group's Royal Bank of Canada position peaked at $21K in Q4 2020.
588 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2021.

Based on Prestige Wealth Management Group's 13F filing for Q1 2021, filed 13 May 2021.