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

Reston 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
2024
Q4 		– Sell
-124
Closed -$15.5K – 349
2024
Q3 		$15.5K Buy
+124
New +$14.2K 0.01% 210

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Reston Wealth Management's RY Position: Q4 2024 in Review

Reston Wealth Management sold out of Royal Bank of Canada (RY) in Q4 2024, closing a stake of 124 shares — an estimated $15.5K sold.

Reston Wealth Management first reported a position in RY in Q3 2024 and held it in 1 quarter. The position peaked at $15.5K in Q3 2024. 776 funds tracked by Wall St. Rank hold RY as of Q4 2024.

  • Reston Wealth Management reported no remaining Royal Bank of Canada position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 124 Royal Bank of Canada shares in Q4 2024, an estimated $15.5K.
  • Reston Wealth Management first reported a position in Royal Bank of Canada in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Royal Bank of Canada position peaked at $15.5K in Q3 2024.
  • 776 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.