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

Resurgent 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
2024
Q1 		– Sell
-1,271
Closed -$129K – 419
2023
Q4 		$129K Hold
1,271
– – 0.08% 218
2023
Q3 		$111K Hold
1,271
– – 0.08% 218
2023
Q2 		$121K Sell
1,271
-299
-19% -$28.5K 0.08% 212
2023
Q1 		$150K Sell
1,570
-900
-36% -$89.2K 0.1% 181
2022
Q4 		$232K Sell
2,470
-950
-28% -$89.7K 0.12% 176
2022
Q3 		$308K Sell
3,420
-3,955
-54% -$379K 0.21% 135
2022
Q2 		$714K Buy
+7,375
New +$754K 0.46% 61

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Resurgent Financial Advisors's RY Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Royal Bank of Canada (RY) in Q1 2024, closing a stake of 1,271 shares — an estimated $129K sold.

Resurgent Financial Advisors first reported a position in RY in Q2 2022 and held it in 7 quarters. The position peaked at $714K in Q2 2022. 665 funds tracked by Wall St. Rank hold RY as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Royal Bank of Canada position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,271 Royal Bank of Canada shares in Q1 2024, an estimated $129K.
  • Resurgent Financial Advisors first reported a position in Royal Bank of Canada in Q2 2022 and held it in 7 quarters.
  • Resurgent Financial Advisors's Royal Bank of Canada position peaked at $714K in Q2 2022.
  • 665 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.