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WealthStone’s Royal Bank of Canada RY Stock Holding History

WealthStone’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
Q1 		$236K Buy
+2,567
New +$223K 0.08% 215
2019
Q3 		– Sell
-62
Closed -$4.92K – 498
2019
Q2 		$4.92K Buy
+62
New +$4.84K ﹤0.01% 347

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthStone's RY Position: Q1 2021 in Review

WealthStone opened a new position in Royal Bank of Canada (RY) in Q1 2021: 2,567 shares worth $236K. The stake represents 0.08% of the portfolio and ranks #215 among its holdings. This is a return to the name: WealthStone previously reported a position in RY as recently as Q2 2019.

WealthStone first reported a position in RY in Q2 2019 and has held it in 2 quarters since. 588 funds tracked by Wall St. Rank hold RY as of Q1 2021.

  • WealthStone held 2,567 shares of Royal Bank of Canada worth $236K as of Q1 2021.
  • Royal Bank of Canada was a new WealthStone position in Q1 2021.
  • Royal Bank of Canada made up 0.08% of WealthStone's portfolio in Q1 2021, its #215 holding.
  • WealthStone first reported a position in Royal Bank of Canada in Q2 2019 and has held it in 2 quarters since.
  • 588 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.