Simplicity Solutions’s Royal Bank of Canada RY Stock Holding History

Simplicity Solutions’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 Q4	$518K	Buy	5,125 +571	+13%	+$50.3K	0.01%	654
2023 Q3	$398K	Sell	4,554 -471	-9%	-$43.8K	0.01%	665
2023 Q2	$480K	Buy	5,025 +59	+1%	+$5.63K	0.01%	677
2023 Q1	$475K	Buy	+4,966	New	+$492K	0.01%	710

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Simplicity Solutions's RY Position: Q4 2023 in Review

Simplicity Solutions increased its Royal Bank of Canada (RY) stake by 13% in Q4 2023, buying an estimated $50.3K and bringing the position to 5,125 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #654.

Simplicity Solutions first reported a position in RY in Q1 2023 and has held it in 4 quarters since. 675 funds tracked by Wall St. Rank hold RY as of Q4 2023.

Simplicity Solutions held 5,125 shares of Royal Bank of Canada worth $518K as of Q4 2023.
Simplicity Solutions bought 571 Royal Bank of Canada shares in Q4 2023, an estimated $50.3K.
Royal Bank of Canada made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #654 holding.
Simplicity Solutions first reported a position in Royal Bank of Canada in Q1 2023 and has held it in 4 quarters since.
675 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.