WealthPLAN Partners’s Royal Bank of Canada RY Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-1,167	Closed	-$111K	–	988
2023 Q2	$111K	Sell	1,167 -111	-9%	-$10.6K	0.02%	378
2023 Q1	$122K	Buy	+1,278	New	+$127K	0.01%	384
2019 Q3	–	Sell	-2,913	Closed	-$222K	–	246
2019 Q2	$222K	Buy	+2,913	New	+$228K	0.03%	216
2019 Q1	–	Sell	-2,693	Closed	-$206K	–	268
2018 Q4	$206K	Buy	+2,693	New	+$197K	0.03%	240
2015 Q4	$30.1K	Buy	+1,611	New	+$90.4K	﹤0.01%	763
2015 Q2	$34K	Sell	560 -869	-61%	-$55.9K	0.01%	215
2015 Q1	$86K	Buy	+1,429	New	+$87.9K	0.04%	187

Other funds holding RY

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

WealthPLAN Partners's RY Position: Q3 2023 in Review

WealthPLAN Partners sold out of Royal Bank of Canada (RY) in Q3 2023, closing a stake of 1,167 shares — an estimated $111K sold.

WealthPLAN Partners first reported a position in RY in Q1 2015 and held it in 7 quarters. The position peaked at $222K in Q2 2019. 642 funds tracked by Wall St. Rank hold RY as of Q3 2023.

WealthPLAN Partners reported no remaining Royal Bank of Canada position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,167 Royal Bank of Canada shares in Q3 2023, an estimated $111K.
WealthPLAN Partners first reported a position in Royal Bank of Canada in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's Royal Bank of Canada position peaked at $222K in Q2 2019.
642 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.