Schechter Investment Advisors’s Royal Bank of Canada RY Stock Holding History

Schechter Investment 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
2025 Q1	$470K	Sell	4,167 -1,759	-30%	-$207K	0.04%	382
2024 Q4	$714K	Sell	5,926 -321	-5%	-$39.6K	0.05%	307
2024 Q3	$779K	Buy	6,247 +820	+15%	+$94.1K	0.06%	301
2024 Q2	$577K	Buy	5,427 +455	+9%	+$46.8K	0.04%	343
2024 Q1	$502K	Buy	4,972 +505	+11%	+$49.8K	0.04%	374
2023 Q4	$452K	Buy	4,467 +447	+11%	+$39.4K	0.04%	372
2023 Q3	$352K	Sell	4,020 -192	-5%	-$17.9K	0.03%	417
2023 Q2	$402K	Sell	4,212 -154	-4%	-$14.7K	0.04%	424
2023 Q1	$417K	Buy	4,366 +20	+0.5%	+$1.98K	0.04%	450
2022 Q4	$409K	Buy	4,346 +948	+28%	+$89.5K	0.04%	552
2022 Q3	$306K	Sell	3,398 -1,036	-23%	-$99.3K	0.03%	694
2022 Q2	$430K	Buy	4,434 +292	+7%	+$29.9K	0.04%	576
2022 Q1	$457K	Buy	4,142 +736	+22%	+$82.5K	0.04%	561
2021 Q4	$362K	Buy	+3,406	New	+$354K	0.03%	616

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Schechter Investment Advisors's RY Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Royal Bank of Canada (RY) stake by 30% in Q1 2025, selling an estimated $207K and leaving 4,167 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #382.

Schechter Investment Advisors first reported a position in RY in Q4 2021 and has held it in 14 quarters since. The position peaked at $779K in Q3 2024. 765 funds tracked by Wall St. Rank hold RY as of Q1 2025.

Schechter Investment Advisors held 4,167 shares of Royal Bank of Canada worth $470K as of Q1 2025.
Schechter Investment Advisors sold 1,759 Royal Bank of Canada shares in Q1 2025, an estimated $207K.
Royal Bank of Canada made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #382 holding.
Schechter Investment Advisors first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Royal Bank of Canada position peaked at $779K in Q3 2024.
765 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.