Tradition Wealth Management’s Royal Bank of Canada RY Stock Holding History

Tradition 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
2023 Q4	–	Sell	-36	Closed	-$3K	–	1354
2023 Q3	$3K	Sell	36 -400	-92%	-$37.2K	﹤0.01%	1331
2023 Q2	$42K	Buy	436 +36	+9%	+$3.44K	﹤0.01%	683
2023 Q1	$38K	Sell	400 -6	-1%	-$595	﹤0.01%	690
2022 Q4	$38K	Buy	+406	New	+$38.3K	0.01%	599

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

Tradition Wealth Management's RY Position: Q4 2023 in Review

Tradition Wealth Management sold out of Royal Bank of Canada (RY) in Q4 2023, closing a stake of 36 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in RY in Q4 2022 and held it in 4 quarters. The position peaked at $42K in Q2 2023. 675 funds tracked by Wall St. Rank hold RY as of Q4 2023.

Tradition Wealth Management reported no remaining Royal Bank of Canada position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 36 Royal Bank of Canada shares in Q4 2023, an estimated $3K.
Tradition Wealth Management first reported a position in Royal Bank of Canada in Q4 2022 and held it in 4 quarters.
Tradition Wealth Management's Royal Bank of Canada position peaked at $42K in Q2 2023.
675 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.