TS Financial Group (TSFG)’s Royal Bank of Canada RY Stock Holding History

TS Financial Group (TSFG)’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	-163	Closed	-$14K	–	1013
2023 Q3	$14K	Buy	163 +1	+0.6%	+$93	0.01%	474
2023 Q2	$15K	Buy	162 +2	+1%	+$191	0.01%	462
2023 Q1	$15K	Buy	160 +1	+0.6%	+$99	0.01%	454
2022 Q4	$15K	Buy	159 +1	+0.6%	+$94	0.01%	455
2022 Q3	$14K	Sell	158 -205	-56%	-$19.7K	0.01%	454
2022 Q2	$35K	Buy	363 +1	+0.3%	+$102	0.02%	326
2022 Q1	$40K	Buy	362 +1	+0.3%	+$112	0.01%	328
2021 Q4	$38K	Buy	361 +1	+0.3%	+$104	0.01%	341
2021 Q3	$36K	Buy	360 +51	+17%	+$5.2K	0.01%	357
2021 Q2	$31K	Buy	309 +152	+97%	+$15.1K	0.01%	374
2021 Q1	$14K	Hold	157	–	–	0.01%	432
2020 Q4	$13K	Hold	157	–	–	0.01%	450
2020 Q3	$11K	Hold	157	–	–	0.01%	424
2020 Q2	$11K	Hold	157	–	–	0.01%	416
2020 Q1	$10K	Hold	157	–	–	0.01%	382
2019 Q4	$12K	Hold	157	–	–	0.01%	399
2019 Q3	$13K	Hold	157	–	–	0.01%	372
2019 Q2	$12K	Hold	157	–	–	0.01%	377
2019 Q1	$12K	Buy	+157	New	+$11.9K	0.01%	370

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

TS Financial Group (TSFG)'s RY Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of Royal Bank of Canada (RY) in Q4 2023, closing a stake of 163 shares — an estimated $14K sold.

TS Financial Group (TSFG) first reported a position in RY in Q1 2019 and held it in 19 quarters. The position peaked at $40K in Q1 2022. 676 funds tracked by Wall St. Rank hold RY as of Q4 2023.

TS Financial Group (TSFG) reported no remaining Royal Bank of Canada position as of Q4 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 163 Royal Bank of Canada shares in Q4 2023, an estimated $14K.
TS Financial Group (TSFG) first reported a position in Royal Bank of Canada in Q1 2019 and held it in 19 quarters.
TS Financial Group (TSFG)'s Royal Bank of Canada position peaked at $40K in Q1 2022.
676 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.