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Spartan Planning & Wealth Management’s Royal Bank of Canada RY Stock Holding History

Spartan Planning & 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
2022
Q2 		– Sell
-400
Closed -$44K – 145
2022
Q1 		$44K Buy
+400
New +$44.8K 0.06% 91

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spartan Planning & Wealth Management's RY Position: Q2 2022 in Review

Spartan Planning & Wealth Management sold out of Royal Bank of Canada (RY) in Q2 2022, closing a stake of 400 shares — an estimated $44K sold.

Spartan Planning & Wealth Management first reported a position in RY in Q1 2022 and held it in 1 quarter. The position peaked at $44K in Q1 2022. 645 funds tracked by Wall St. Rank hold RY as of Q2 2022.

  • Spartan Planning & Wealth Management reported no remaining Royal Bank of Canada position as of Q2 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 400 Royal Bank of Canada shares in Q2 2022, an estimated $44K.
  • Spartan Planning & Wealth Management first reported a position in Royal Bank of Canada in Q1 2022 and held it in 1 quarter.
  • Spartan Planning & Wealth Management's Royal Bank of Canada position peaked at $44K in Q1 2022.
  • 645 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.