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Sargent Bickham Lagudis’s Royal Bank of Canada RY Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$245K Buy
2,606
+18
+0.7% +$1.7K 0.02% 246
2022
Q3 		$233K Sell
2,588
-12
-0.5% -$1.15K 0.02% 229
2022
Q2 		$252K Buy
2,600
+35
+1% +$3.58K 0.02% 227
2022
Q1 		$283K Buy
2,565
+2
+0.1% +$224 0.02% 218
2021
Q4 		$272K Hold
2,563
– – 0.02% 217
2021
Q3 		$255K Buy
2,563
+99
+4% +$10.1K 0.02% 223
2021
Q2 		$250K Buy
2,464
+60
+2% +$5.95K 0.02% 230
2021
Q1 		$222K Sell
2,404
-84
-3% -$7.31K 0.02% 227
2020
Q4 		$204K Buy
2,488
+190
+8% +$14.7K 0.02% 232
2020
Q3 		$161K Buy
2,298
+668
+41% +$48K 0.02% 237
2020
Q2 		$111K Hold
1,630
– – 0.01% 264
2020
Q1 		$100K Hold
1,630
– – 0.01% 255
2019
Q4 		$129K Hold
1,630
– – 0.01% 251
2019
Q3 		$132K Hold
1,630
– – 0.02% 226
2019
Q2 		$129K Hold
1,630
– – 0.02% 250
2019
Q1 		$123K Sell
1,630
-799
-33% -$60.4K 0.01% 258
2018
Q4 		$166K Hold
2,429
– – 0.02% 216
2018
Q3 		$195K Hold
2,429
– – 0.02% 209
2018
Q2 		$183K Hold
2,429
– – 0.02% 213
2018
Q1 		$188K Sell
2,429
-5,011
-67% -$407K 0.02% 213
2017
Q4 		$607K Sell
7,440
-1,258
-14% -$99.8K 0.07% 138
2017
Q3 		$673K Sell
8,698
-9,802
-53% -$732K 0.08% 135
2017
Q2 		$1.34M Buy
+18,500
New +$1.3M 0.17% 112
2016
Q3 		– Sell
-175
Closed -$10K – 771
2016
Q2 		$10K Buy
175
+85
+94% +$5.11K ﹤0.01% 552
2016
Q1 		$5K Buy
+90
New +$4.67K ﹤0.01% 631

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Sargent Bickham Lagudis's RY Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Royal Bank of Canada (RY) stake by 0.7% in Q4 2022, buying an estimated $1.7K and bringing the position to 2,606 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #246.

Sargent Bickham Lagudis first reported a position in RY in Q1 2016 and has held it in 25 quarters since. The position peaked at $1.34M in Q2 2017. 660 funds tracked by Wall St. Rank hold RY as of Q4 2022.

  • Sargent Bickham Lagudis held 2,606 shares of Royal Bank of Canada worth $245K as of Q4 2022.
  • Sargent Bickham Lagudis bought 18 Royal Bank of Canada shares in Q4 2022, an estimated $1.7K.
  • Royal Bank of Canada made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #246 holding.
  • Sargent Bickham Lagudis first reported a position in Royal Bank of Canada in Q1 2016 and has held it in 25 quarters since.
  • Sargent Bickham Lagudis's Royal Bank of Canada position peaked at $1.34M in Q2 2017.
  • 660 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.