SWS Partners’s Royal Bank of Canada RY Stock Holding History

SWS Partners’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
2024 Q3	–	Sell	-507	Closed	-$53.9K	–	257
2024 Q2	$53.9K	Buy	+507	New	+$52.1K	0.02%	155
2018 Q2	–	Sell	-1,642	Closed	-$126K	–	268
2018 Q1	$126K	Hold	1,642	–	–	0.09%	83
2017 Q4	$134K	Buy	+1,642	New	+$130K	0.1%	76

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

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

Norges Bank Oslo, Norway $935B AUM

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

SWS Partners's RY Position: Q3 2024 in Review

SWS Partners sold out of Royal Bank of Canada (RY) in Q3 2024, closing a stake of 507 shares — an estimated $53.9K sold.

SWS Partners first reported a position in RY in Q4 2017 and held it in 3 quarters. The position peaked at $134K in Q4 2017. 722 funds tracked by Wall St. Rank hold RY as of Q3 2024.

SWS Partners reported no remaining Royal Bank of Canada position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 507 Royal Bank of Canada shares in Q3 2024, an estimated $53.9K.
SWS Partners first reported a position in Royal Bank of Canada in Q4 2017 and held it in 3 quarters.
SWS Partners's Royal Bank of Canada position peaked at $134K in Q4 2017.
722 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.