Reilly Financial Advisors’s Royal Bank of Canada RY Stock Holding History

Reilly Financial 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 Q4	$82K	Hold	774	–	–	0.01%	318
2021 Q3	$77K	Buy	774 +306	+65%	+$31.2K	0.01%	308
2021 Q2	$47K	Sell	468 -1	-0.2%	-$99	﹤0.01%	386
2021 Q1	$43K	Buy	469 +83	+22%	+$7.22K	﹤0.01%	384
2020 Q4	$32K	Hold	386	–	–	﹤0.01%	403
2020 Q3	$27K	Hold	386	–	–	﹤0.01%	395
2020 Q2	$26K	Hold	386	–	–	﹤0.01%	402
2020 Q1	$24K	Hold	386	–	–	﹤0.01%	401
2019 Q4	$31K	Hold	386	–	–	﹤0.01%	418
2019 Q3	$31K	Hold	386	–	–	﹤0.01%	424
2019 Q2	$31K	Hold	386	–	–	﹤0.01%	446
2019 Q1	$29K	Hold	386	–	–	﹤0.01%	442
2018 Q4	$26K	Hold	386	–	–	﹤0.01%	441
2018 Q3	$31K	Hold	386	–	–	﹤0.01%	452
2018 Q2	$29K	Hold	386	–	–	﹤0.01%	418
2018 Q1	$30K	Hold	386	–	–	﹤0.01%	381
2017 Q4	$32K	Hold	386	–	–	﹤0.01%	398
2017 Q3	$30K	Hold	386	–	–	﹤0.01%	396
2017 Q2	$28K	Buy	386 +270	+233%	+$18.9K	﹤0.01%	424
2017 Q1	$8K	Hold	116	–	–	﹤0.01%	647
2016 Q4	$8K	Hold	116	–	–	﹤0.01%	593
2016 Q3	$7K	Hold	116	–	–	﹤0.01%	594
2016 Q2	$7K	Hold	116	–	–	﹤0.01%	557
2016 Q1	$7K	Hold	116	–	–	﹤0.01%	844
2015 Q4	$6K	Hold	116	–	–	﹤0.01%	897
2015 Q3	$6K	Hold	116	–	–	﹤0.01%	917
2015 Q2	$7K	Hold	116	–	–	﹤0.01%	971
2015 Q1	$7K	Sell	116 -300	-72%	-$18.4K	﹤0.01%	938
2014 Q4	$29K	Buy	416 +300	+259%	+$21.2K	0.01%	333
2014 Q3	$8K	Hold	116	–	–	﹤0.01%	568
2014 Q2	$8K	Hold	116	–	–	﹤0.01%	596
2014 Q1	$8K	Buy	+116	New	+$7.5K	﹤0.01%	594

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Reilly Financial Advisors's RY Position: Q4 2021 in Review

Reilly Financial Advisors held its Royal Bank of Canada (RY) position steady in Q4 2021 at 774 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #318.

Reilly Financial Advisors first reported a position in RY in Q1 2014 and has held it in 32 quarters since. 657 funds tracked by Wall St. Rank hold RY as of Q4 2021.

Reilly Financial Advisors held 774 shares of Royal Bank of Canada worth $82K as of Q4 2021.
Reilly Financial Advisors left its Royal Bank of Canada share count unchanged in Q4 2021.
Royal Bank of Canada made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #318 holding.
Reilly Financial Advisors first reported a position in Royal Bank of Canada in Q1 2014 and has held it in 32 quarters since.
657 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.