Schubert & Co’s Royal Bank of Canada RY Stock Holding History

Schubert & Co’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 Q2	–	Sell	-180	Closed	-$17.2K	–	1221
2023 Q1	$17.2K	Buy	180 +50	+38%	+$4.96K	0.02%	147
2022 Q4	$12.2K	Sell	130 -74	-36%	-$6.99K	0.01%	187
2022 Q3	$18K	Buy	204 +42	+26%	+$4.03K	0.02%	112
2022 Q2	$16K	Buy	+162	New	+$16.6K	0.01%	126

Other funds holding RY

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Schubert & Co's RY Position: Q2 2023 in Review

Schubert & Co sold out of Royal Bank of Canada (RY) in Q2 2023, closing a stake of 180 shares — an estimated $17.2K sold.

Schubert & Co first reported a position in RY in Q2 2022 and held it in 4 quarters. The position peaked at $18K in Q3 2022. 649 funds tracked by Wall St. Rank hold RY as of Q2 2023.

Schubert & Co reported no remaining Royal Bank of Canada position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 180 Royal Bank of Canada shares in Q2 2023, an estimated $17.2K.
Schubert & Co first reported a position in Royal Bank of Canada in Q2 2022 and held it in 4 quarters.
Schubert & Co's Royal Bank of Canada position peaked at $18K in Q3 2022.
649 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.