Royal Bank of Canada
IPST

Royal Bank of Canada’s IP Strategy Holdings IPST Stock Holding History

Royal Bank of Canada’s Portfolio IPST Stock Details IPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-45
Closed -$31K – 7345
2024
Q4 		$31K Buy
+45
New +$50.8K ﹤0.01% 5919

Other funds holding IPST

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPA
Wealth Preservation Advisors Chattanooga, Tennessee $175M AUM 26.61% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada's IPST Position: Q1 2025 in Review

Royal Bank of Canada sold out of IP Strategy Holdings (IPST) in Q1 2025, closing a stake of 45 shares — an estimated $31K sold.

Royal Bank of Canada first reported a position in IPST in Q4 2024 and held it in 1 quarter. The position peaked at $31K in Q4 2024. 10 funds tracked by Wall St. Rank hold IPST as of Q1 2025.

  • Royal Bank of Canada reported no remaining IP Strategy Holdings position as of Q1 2025 after selling out during the quarter.
  • Royal Bank of Canada sold 45 IP Strategy Holdings shares in Q1 2025, an estimated $31K.
  • Royal Bank of Canada first reported a position in IP Strategy Holdings in Q4 2024 and held it in 1 quarter.
  • Royal Bank of Canada's IP Strategy Holdings position peaked at $31K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held IP Strategy Holdings as of Q1 2025.

Based on Royal Bank of Canada's 13F filing for Q1 2025, filed 15 May 2025.