Ropes Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

Ropes Wealth 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	-1,000	Closed	-$82K	–	678
2020 Q4	$82K	Hold	1,000	–	–	0.01%	332
2020 Q3	$70K	Hold	1,000	–	–	0.01%	306
2020 Q2	$68K	Hold	1,000	–	–	0.01%	285
2020 Q1	$62K	Hold	1,000	–	–	0.02%	264
2019 Q4	$79K	Buy	+1,000	New	+$80.5K	0.02%	294
2018 Q1	–	Sell	-40	Closed	-$3K	–	716
2017 Q4	$3K	Hold	40	–	–	﹤0.01%	693
2017 Q3	$3K	Hold	40	–	–	﹤0.01%	652
2017 Q2	$3K	Buy	+40	New	+$2.81K	﹤0.01%	491

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

Ropes Wealth Advisors's RY Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Royal Bank of Canada (RY) in Q1 2021, closing a stake of 1,000 shares — an estimated $82K sold.

Ropes Wealth Advisors first reported a position in RY in Q2 2017 and held it in 8 quarters. The position peaked at $82K in Q4 2020. 588 funds tracked by Wall St. Rank hold RY as of Q1 2021.

Ropes Wealth Advisors reported no remaining Royal Bank of Canada position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 1,000 Royal Bank of Canada shares in Q1 2021, an estimated $82K.
Ropes Wealth Advisors first reported a position in Royal Bank of Canada in Q2 2017 and held it in 8 quarters.
Ropes Wealth Advisors's Royal Bank of Canada position peaked at $82K in Q4 2020.
588 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2021.

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