Wealthsimple’s Royal Bank of Canada RY Stock Holding History

Wealthsimple’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
2022 Q3	$1.54M	Buy	8,932 +1	+0%	+$96	0.06%	11
2022 Q2	$1.11M	Sell	8,931 -50	-0.6%	-$5.11K	0.04%	13
2022 Q1	$1.24M	Sell	8,981 -762	-8%	-$85.4K	0.04%	13
2021 Q4	$1.03M	Buy	+9,743	New	+$1.01M	0.04%	12

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wealthsimple's RY Position: Q3 2022 in Review

Wealthsimple increased its Royal Bank of Canada (RY) stake by 0.01% in Q3 2022, buying an estimated $96 and bringing the position to 8,932 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #11.

Wealthsimple first reported a position in RY in Q4 2021 and has held it in 4 quarters since. 615 funds tracked by Wall St. Rank hold RY as of Q3 2022.

Wealthsimple held 8,932 shares of Royal Bank of Canada worth $1.54M as of Q3 2022.
Wealthsimple bought 1 Royal Bank of Canada share in Q3 2022, an estimated $96.
Royal Bank of Canada made up 0.06% of Wealthsimple's portfolio in Q3 2022, its #11 holding.
Wealthsimple first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 4 quarters since.
615 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.