Wealthcare Advisory Partners’s Royal Bank of Canada RY Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-174	Closed	-$16K	–	1612
2021 Q1	$16K	Buy	+174	New	+$15.1K	﹤0.01%	1301
2020 Q2	–	Sell	-181	Closed	-$11K	–	1148
2020 Q1	$11K	Buy	181 +14	+8%	+$1.04K	﹤0.01%	904
2019 Q4	$13K	Buy	167 +1	+0.6%	+$81	﹤0.01%	876
2019 Q3	$13K	Buy	166 +1	+0.6%	+$78	﹤0.01%	871
2019 Q2	$13K	Hold	165	–	–	﹤0.01%	849
2019 Q1	$12K	Buy	165 +1	+0.6%	+$76	﹤0.01%	778
2018 Q4	$11K	Buy	164 +1	+0.6%	+$73	﹤0.01%	772
2018 Q3	$13K	Hold	163	–	–	﹤0.01%	785
2018 Q2	$12K	Buy	163 +1	+0.6%	+$77	﹤0.01%	787
2018 Q1	$13K	Sell	162 -9	-5%	-$731	﹤0.01%	674
2017 Q4	$14K	Buy	171 +9	+6%	+$714	﹤0.01%	606
2017 Q3	$13K	Buy	+162	New	+$12.1K	﹤0.01%	498

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

Wealthcare Advisory Partners's RY Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Royal Bank of Canada (RY) in Q2 2021, closing a stake of 174 shares — an estimated $16K sold.

Wealthcare Advisory Partners first reported a position in RY in Q3 2017 and held it in 12 quarters. The position peaked at $16K in Q1 2021. 605 funds tracked by Wall St. Rank hold RY as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Royal Bank of Canada position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 174 Royal Bank of Canada shares in Q2 2021, an estimated $16K.
Wealthcare Advisory Partners first reported a position in Royal Bank of Canada in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Royal Bank of Canada position peaked at $16K in Q1 2021.
605 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.