Royal Bank of Canada’s Intellinetics INLX Stock Holding History

Royal Bank of Canada’s Portfolio INLX Stock Details INLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,900	Closed	-$111K	–	7063
2024 Q3	$111K	Hold	9,900	–	–	﹤0.01%	5271
2024 Q2	$63K	Sell	9,900 -8,900	-47%	-$62.2K	﹤0.01%	5534
2024 Q1	$166K	Buy	+18,800	New	+$134K	﹤0.01%	4839

Other funds holding INLX

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada's INLX Position: Q4 2024 in Review

Royal Bank of Canada sold out of Intellinetics (INLX) in Q4 2024, closing a stake of 9,900 shares — an estimated $111K sold.

Royal Bank of Canada first reported a position in INLX in Q1 2024 and held it in 3 quarters. The position peaked at $166K in Q1 2024. 9 funds tracked by Wall St. Rank hold INLX as of Q4 2024.

Royal Bank of Canada reported no remaining Intellinetics position as of Q4 2024 after selling out during the quarter.
Royal Bank of Canada sold 9,900 Intellinetics shares in Q4 2024, an estimated $111K.
Royal Bank of Canada first reported a position in Intellinetics in Q1 2024 and held it in 3 quarters.
Royal Bank of Canada's Intellinetics position peaked at $166K in Q1 2024.
9 funds tracked by Wall St. Rank held Intellinetics as of Q4 2024.

Based on Royal Bank of Canada's 13F filing for Q4 2024, filed 14 Feb 2025.