Private Ocean’s Royal Bank of Canada RY Stock Holding History

Private Ocean’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
2024 Q2	–	Sell	-95	Closed	-$9.6K	–	671
2024 Q1	$9.6K	Buy	95 +11	+13%	+$1.09K	﹤0.01%	368
2023 Q4	$8.5K	Hold	84	–	–	﹤0.01%	373
2023 Q3	$7.34K	Hold	84	–	–	﹤0.01%	383
2023 Q2	$8.02K	Hold	84	–	–	﹤0.01%	402
2023 Q1	$8.03K	Buy	+84	New	+$8.32K	﹤0.01%	419
2020 Q4	–	Sell	-77	Closed	-$5K	–	530
2020 Q3	$5K	Buy	+77	New	+$5.54K	﹤0.01%	433
2019 Q2	–	Sell	-285	Closed	-$22K	–	505
2019 Q1	$22K	Hold	285	–	–	0.01%	267
2018 Q4	$20K	Hold	285	–	–	0.01%	227
2018 Q3	$23K	Hold	285	–	–	0.01%	207
2018 Q2	$21K	Hold	285	–	–	0.01%	230
2018 Q1	$22K	Buy	+285	New	+$23.1K	0.01%	248

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

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

Norges Bank Oslo, Norway $1T AUM

Private Ocean's RY Position: Q2 2024 in Review

Private Ocean sold out of Royal Bank of Canada (RY) in Q2 2024, closing a stake of 95 shares — an estimated $9.6K sold.

Private Ocean first reported a position in RY in Q1 2018 and held it in 11 quarters. The position peaked at $23K in Q3 2018. 677 funds tracked by Wall St. Rank hold RY as of Q2 2024.

Private Ocean reported no remaining Royal Bank of Canada position as of Q2 2024 after selling out during the quarter.
Private Ocean sold 95 Royal Bank of Canada shares in Q2 2024, an estimated $9.6K.
Private Ocean first reported a position in Royal Bank of Canada in Q1 2018 and held it in 11 quarters.
Private Ocean's Royal Bank of Canada position peaked at $23K in Q3 2018.
677 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.