Walled Lake Planning & Wealth Management’s Royal Bank of Canada RY Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-110	Closed	-$11K	–	275
2021 Q3	$11K	Buy	110 +1	+0.9%	+$102	0.01%	254
2021 Q2	$11K	Buy	109 +1	+0.9%	+$99	0.01%	237
2021 Q1	$10K	Buy	108 +1	+0.9%	+$87	0.01%	236
2020 Q4	$9K	Buy	107 +1	+0.9%	+$77	0.01%	219
2020 Q3	$7K	Buy	106 +1	+1%	+$72	0.01%	240
2020 Q2	$7K	Buy	105 +1	+1%	+$64	0.01%	230
2020 Q1	$6K	Buy	104 +1	+1%	+$74	0.01%	223
2019 Q4	$8K	Buy	+103	New	+$8.3K	0.01%	215

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Walled Lake Planning & Wealth Management's RY Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Royal Bank of Canada (RY) in Q4 2021, closing a stake of 110 shares — an estimated $11K sold.

Walled Lake Planning & Wealth Management first reported a position in RY in Q4 2019 and held it in 8 quarters. The position peaked at $11K in Q3 2021. 656 funds tracked by Wall St. Rank hold RY as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Royal Bank of Canada position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 110 Royal Bank of Canada shares in Q4 2021, an estimated $11K.
Walled Lake Planning & Wealth Management first reported a position in Royal Bank of Canada in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Royal Bank of Canada position peaked at $11K in Q3 2021.
656 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.