TRUE Private Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-188	Closed	-$15K	–	606
2020 Q4	$15K	Hold	188	–	–	﹤0.01%	495
2020 Q3	$13K	Hold	188	–	–	﹤0.01%	463
2020 Q2	$12K	Sell	188 -3,301	-95%	-$210K	﹤0.01%	466
2020 Q1	$214K	Sell	3,489 -496	-12%	-$36.8K	0.05%	144
2019 Q4	$315K	Buy	3,985 +570	+17%	+$45.9K	0.05%	173
2019 Q3	$277K	Sell	3,415 -304	-8%	-$23.7K	0.05%	167
2019 Q2	$295K	Buy	+3,719	New	+$291K	0.05%	158
2018 Q4	–	Sell	-125	Closed	-$10K	–	776
2018 Q3	$10K	Buy	+125	New	+$9.8K	﹤0.01%	759

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TRUE Private Wealth Advisors's RY Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Royal Bank of Canada (RY) in Q1 2021, closing a stake of 188 shares — an estimated $15K sold.

TRUE Private Wealth Advisors first reported a position in RY in Q3 2018 and held it in 8 quarters. The position peaked at $315K in Q4 2019. 588 funds tracked by Wall St. Rank hold RY as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Royal Bank of Canada position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 188 Royal Bank of Canada shares in Q1 2021, an estimated $15K.
TRUE Private Wealth Advisors first reported a position in Royal Bank of Canada in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's Royal Bank of Canada position peaked at $315K in Q4 2019.
588 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.