Regal Investment Advisors’s Royal Bank of Canada RY Stock Holding History

Regal Investment Advisors’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	-6,847	Closed	-$562K	–	343
2020 Q4	$562K	Buy	+6,847	New	+$530K	0.06%	267
2020 Q3	–	Sell	-3,990	Closed	-$271K	–	223
2020 Q2	$271K	Buy	+3,990	New	+$254K	0.05%	260
2020 Q1	–	Sell	-4,319	Closed	-$342K	–	252
2019 Q4	$342K	Sell	4,319 -2	-0%	-$161	0.06%	248
2019 Q3	$351K	Sell	4,321 -611	-12%	-$47.7K	0.07%	224
2019 Q2	$392K	Buy	4,932 +27	+0.6%	+$2.11K	0.08%	219
2019 Q1	$371K	Buy	4,905 +380	+8%	+$28.7K	0.08%	215
2018 Q4	$310K	Buy	+4,525	New	+$330K	0.07%	236

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

Regal Investment Advisors's RY Position: Q1 2021 in Review

Regal Investment Advisors sold out of Royal Bank of Canada (RY) in Q1 2021, closing a stake of 6,847 shares — an estimated $562K sold.

Regal Investment Advisors first reported a position in RY in Q4 2018 and held it in 7 quarters. The position peaked at $562K in Q4 2020. 588 funds tracked by Wall St. Rank hold RY as of Q1 2021.

Regal Investment Advisors reported no remaining Royal Bank of Canada position as of Q1 2021 after selling out during the quarter.
Regal Investment Advisors sold 6,847 Royal Bank of Canada shares in Q1 2021, an estimated $562K.
Regal Investment Advisors first reported a position in Royal Bank of Canada in Q4 2018 and held it in 7 quarters.
Regal Investment Advisors's Royal Bank of Canada position peaked at $562K in Q4 2020.
588 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.