Schnieders Capital Management’s Royal Bank of Canada RY Stock Holding History

Schnieders Capital Management’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
2023 Q1	–	Sell	-2,907	Closed	-$273K	–	206
2022 Q4	$273K	Sell	2,907 -400	-12%	-$37.8K	0.06%	169
2022 Q3	$298K	Buy	+3,307	New	+$317K	0.08%	154
2019 Q3	–	Sell	-3,207	Closed	-$255K	–	168
2019 Q2	$255K	Buy	+3,207	New	+$251K	0.1%	140
2018 Q3	–	Sell	-3,207	Closed	-$241K	–	155
2018 Q2	$241K	Sell	3,207 -893	-22%	-$68.4K	0.1%	136
2018 Q1	$317K	Sell	4,100 -1,700	-29%	-$138K	0.14%	114
2017 Q4	$474K	Hold	5,800	–	–	0.2%	98
2017 Q3	$449K	Hold	5,800	–	–	0.2%	99
2017 Q2	$421K	Sell	5,800 -1,775	-23%	-$124K	0.2%	102
2017 Q1	$552K	Buy	7,575 +850	+13%	+$61.6K	0.26%	91
2016 Q4	$455K	Buy	+6,725	New	+$436K	0.23%	94

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Schnieders Capital Management's RY Position: Q1 2023 in Review

Schnieders Capital Management sold out of Royal Bank of Canada (RY) in Q1 2023, closing a stake of 2,907 shares — an estimated $273K sold.

Schnieders Capital Management first reported a position in RY in Q4 2016 and held it in 10 quarters. The position peaked at $552K in Q1 2017. 663 funds tracked by Wall St. Rank hold RY as of Q1 2023.

Schnieders Capital Management reported no remaining Royal Bank of Canada position as of Q1 2023 after selling out during the quarter.
Schnieders Capital Management sold 2,907 Royal Bank of Canada shares in Q1 2023, an estimated $273K.
Schnieders Capital Management first reported a position in Royal Bank of Canada in Q4 2016 and held it in 10 quarters.
Schnieders Capital Management's Royal Bank of Canada position peaked at $552K in Q1 2017.
663 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2023.

Based on Schnieders Capital Management's 13F filing for Q1 2023, filed 15 May 2023.