Tilia Fiduciary Partners’s Royal Bank of Canada RY Stock Holding History

Tilia Fiduciary 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
2023 Q3	–	Sell	-913	Closed	-$87.2K	–	399
2023 Q2	$87.2K	Sell	913 -176	-16%	-$16.8K	0.08%	147
2023 Q1	$104K	Hold	1,089	–	–	0.1%	132
2022 Q4	$102K	Hold	1,089	–	–	0.1%	139
2022 Q3	$93K	Hold	1,089	–	–	0.09%	143
2022 Q2	$107K	Hold	1,089	–	–	0.1%	134
2022 Q1	$120K	Buy	1,089 +100	+10%	+$11.2K	0.1%	136
2021 Q4	$105K	Buy	+989	New	+$103K	0.08%	147

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Tilia Fiduciary Partners's RY Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Royal Bank of Canada (RY) in Q3 2023, closing a stake of 913 shares — an estimated $87.2K sold.

Tilia Fiduciary Partners first reported a position in RY in Q4 2021 and held it in 7 quarters. The position peaked at $120K in Q1 2022. 642 funds tracked by Wall St. Rank hold RY as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Royal Bank of Canada position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 913 Royal Bank of Canada shares in Q3 2023, an estimated $87.2K.
Tilia Fiduciary Partners first reported a position in Royal Bank of Canada in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Royal Bank of Canada position peaked at $120K in Q1 2022.
642 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.