Valley National Advisers’s Royal Bank of Canada RY Stock Holding History

Valley National Advisers’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
2024 Q1	–	Sell	-40	Closed	-$4K	–	1283
2023 Q4	$4K	Buy	+40	New	+$3.52K	﹤0.01%	842
2019 Q2	–	Sell	-200	Closed	-$15K	–	776
2019 Q1	$15K	Hold	200	–	–	﹤0.01%	433
2018 Q4	$14K	Hold	200	–	–	﹤0.01%	409
2018 Q3	$16K	Hold	200	–	–	0.01%	386
2018 Q2	$15K	Hold	200	–	–	0.01%	375
2018 Q1	$15K	Hold	200	–	–	0.01%	368
2017 Q4	$16K	Hold	200	–	–	0.01%	361
2017 Q3	$15K	Hold	200	–	–	0.01%	366
2017 Q2	$15K	Hold	200	–	–	0.01%	357
2017 Q1	$15K	Hold	200	–	–	0.01%	354
2016 Q4	$14K	Hold	200	–	–	0.01%	365
2016 Q3	$12K	Hold	200	–	–	0.01%	361
2016 Q2	$12K	Hold	200	–	–	0.01%	368
2016 Q1	$12K	Hold	200	–	–	0.01%	361
2015 Q4	$11K	Hold	200	–	–	0.01%	370
2015 Q3	$11K	Buy	+200	New	+$11.4K	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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Valley National Advisers's RY Position: Q1 2024 in Review

Valley National Advisers sold out of Royal Bank of Canada (RY) in Q1 2024, closing a stake of 40 shares — an estimated $4K sold.

Valley National Advisers first reported a position in RY in Q3 2015 and held it in 16 quarters. The position peaked at $16K in Q3 2018. 666 funds tracked by Wall St. Rank hold RY as of Q1 2024.

Valley National Advisers reported no remaining Royal Bank of Canada position as of Q1 2024 after selling out during the quarter.
Valley National Advisers sold 40 Royal Bank of Canada shares in Q1 2024, an estimated $4K.
Valley National Advisers first reported a position in Royal Bank of Canada in Q3 2015 and held it in 16 quarters.
Valley National Advisers's Royal Bank of Canada position peaked at $16K in Q3 2018.
666 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.