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Wealthspire Advisors (Maryland)’s Royal Bank of Canada RY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-27
Closed -$2K – 1733
2019
Q1 		$2K Sell
27
-223
-89% -$16.9K ﹤0.01% 2191
2018
Q4 		$17K Sell
250
-71
-22% -$5.18K ﹤0.01% 1275
2018
Q3 		$26K Buy
321
+18
+6% +$1.41K ﹤0.01% 1208
2018
Q2 		$23K Buy
303
+18
+6% +$1.38K ﹤0.01% 1263
2018
Q1 		$22K Sell
285
-100
-26% -$8.12K ﹤0.01% 1267
2017
Q4 		$31K Sell
385
-32
-8% -$2.54K ﹤0.01% 1180
2017
Q3 		$32K Sell
417
-23
-5% -$1.72K ﹤0.01% 1132
2017
Q2 		$32K Sell
440
-150
-25% -$10.5K ﹤0.01% 1105
2017
Q1 		$43K Buy
590
+40
+7% +$2.9K 0.01% 841
2016
Q4 		$37K Hold
550
– – 0.01% 853
2016
Q3 		$34K Hold
550
– – 0.01% 890
2016
Q2 		$32K Sell
550
-200
-27% -$12K 0.01% 847
2016
Q1 		$43K Buy
750
+100
+15% +$5.18K 0.01% 742
2015
Q4 		$35K Buy
+650
New +$36.5K 0.01% 809

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM