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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Fidelity International

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

Mackenzie Financial

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return