Selective Wealth Management’s Royal Bank of Canada RY Stock Holding History

Selective Wealth 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
2021 Q3	–	Sell	-550	Closed	-$56K	–	613
2021 Q2	$56K	Sell	550 -500	-48%	-$49.6K	0.04%	178
2021 Q1	$97K	Buy	1,050 +126	+14%	+$11K	0.09%	84
2020 Q4	$76K	Buy	924 +724	+362%	+$56K	0.05%	87
2020 Q3	$14K	Hold	200	–	–	0.01%	183
2020 Q2	$14K	Buy	+200	New	+$12.7K	0.01%	211
2018 Q3	$16K	Buy	+200	New	+$15.7K	0.19%	65

Other funds holding RY

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Selective Wealth Management's RY Position: Q3 2021 in Review

Selective Wealth Management sold out of Royal Bank of Canada (RY) in Q3 2021, closing a stake of 550 shares — an estimated $56K sold.

Selective Wealth Management first reported a position in RY in Q3 2018 and held it in 6 quarters. The position peaked at $97K in Q1 2021. 614 funds tracked by Wall St. Rank hold RY as of Q3 2021.

Selective Wealth Management reported no remaining Royal Bank of Canada position as of Q3 2021 after selling out during the quarter.
Selective Wealth Management sold 550 Royal Bank of Canada shares in Q3 2021, an estimated $56K.
Selective Wealth Management first reported a position in Royal Bank of Canada in Q3 2018 and held it in 6 quarters.
Selective Wealth Management's Royal Bank of Canada position peaked at $97K in Q1 2021.
614 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2021.

Based on Selective Wealth Management's 13F filing for Q3 2021, filed 27 Oct 2021.