Royal Bank of Canada
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Royal Bank of Canada’s OneAscent Core Plus Bond ETF OACP Stock Holding History

Royal Bank of Canada’s Portfolio OACP Stock Details OACP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,108
Closed -$48K – 7416
2023
Q4 		$48K Buy
+2,108
New +$46.4K ﹤0.01% 6011

Other funds holding OACP

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada's OACP Position: Q1 2024 in Review

Royal Bank of Canada sold out of OneAscent Core Plus Bond ETF (OACP) in Q1 2024, closing a stake of 2,108 shares — an estimated $48K sold.

Royal Bank of Canada first reported a position in OACP in Q4 2023 and held it in 1 quarter. The position peaked at $48K in Q4 2023. 9 funds tracked by Wall St. Rank hold OACP as of Q1 2024.

  • Royal Bank of Canada reported no remaining OneAscent Core Plus Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Royal Bank of Canada sold 2,108 OneAscent Core Plus Bond ETF shares in Q1 2024, an estimated $48K.
  • Royal Bank of Canada first reported a position in OneAscent Core Plus Bond ETF in Q4 2023 and held it in 1 quarter.
  • Royal Bank of Canada's OneAscent Core Plus Bond ETF position peaked at $48K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q1 2024.

Based on Royal Bank of Canada's 13F filing for Q1 2024, filed 15 May 2024.