TCWP’s Royal Bank of Canada RY Stock Holding History

TCWP’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	–	Sell	-35,227	Closed	-$3.08M	–	95
2023 Q3	$3.08M	Hold	35,227	–	–	2.35%	10
2023 Q2	$3.36M	Sell	35,227 -6	-0%	-$573	0.72%	42
2023 Q1	$3.37M	Buy	35,233 +6	+0%	+$595	0.64%	48
2022 Q4	$3.31M	Hold	35,227	–	–	0.67%	49
2022 Q3	$3.17M	Sell	35,227 -44	-0.1%	-$4.22K	0.67%	41
2022 Q2	$3.41M	Buy	35,271 +38	+0.1%	+$3.89K	0.73%	37
2022 Q1	$3.88M	Buy	35,233 +8	+0%	+$897	0.71%	31
2021 Q4	$3.74M	Buy	+35,225	New	+$3.66M	0.74%	46

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

TCWP's RY Position: Q4 2023 in Review

TCWP sold out of Royal Bank of Canada (RY) in Q4 2023, closing a stake of 35,227 shares — an estimated $3.08M sold.

TCWP first reported a position in RY in Q4 2021 and held it in 8 quarters. The position peaked at $3.88M in Q1 2022. 675 funds tracked by Wall St. Rank hold RY as of Q4 2023.

TCWP reported no remaining Royal Bank of Canada position as of Q4 2023 after selling out during the quarter.
TCWP sold 35,227 Royal Bank of Canada shares in Q4 2023, an estimated $3.08M.
TCWP first reported a position in Royal Bank of Canada in Q4 2021 and held it in 8 quarters.
TCWP's Royal Bank of Canada position peaked at $3.88M in Q1 2022.
675 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.