Wilbanks Smith & Thomas Asset Management’s Royal Bank of Canada RY Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2024 Q1	$1.37M	Sell	13,598 -178	-1%	-$17.6K	0.04%	195
2023 Q4	$1.39M	Hold	13,776	–	–	0.04%	186
2023 Q3	$1.2M	Hold	13,776	–	–	0.04%	205
2023 Q2	$1.32M	Hold	13,776	–	–	0.04%	198
2023 Q1	$1.32M	Buy	13,776 +10	+0.1%	+$991	0.05%	195
2022 Q4	$1.29M	Sell	13,766 -10	-0.1%	-$944	0.05%	194
2022 Q3	$1.24M	Sell	13,776 -6,714	-33%	-$644K	0.05%	195
2022 Q2	$1.98M	Sell	20,490 -3,827	-16%	-$391K	0.08%	155
2022 Q1	$2.48M	Sell	24,317 -646	-3%	-$72.4K	0.1%	136
2021 Q4	$2.65M	Sell	24,963 -1,373	-5%	-$143K	0.09%	142
2021 Q3	$2.62M	Buy	26,336 +23,798	+938%	+$2.43M	0.1%	139
2021 Q2	$257K	Sell	2,538 -7	-0.3%	-$694	0.01%	430
2021 Q1	$235K	Buy	+2,545	New	+$222K	0.01%	425
2020 Q1	–	Sell	-3,773	Closed	-$299K	–	431
2019 Q4	$299K	Sell	3,773 -43	-1%	-$3.46K	0.02%	334
2019 Q3	$310K	Buy	3,816 +15	+0.4%	+$1.17K	0.02%	310
2019 Q2	$302K	Sell	3,801 -23,647	-86%	-$1.85M	0.02%	310
2019 Q1	$2.07M	Buy	27,448 +62	+0.2%	+$4.69K	0.13%	130
2018 Q4	$1.88M	Sell	27,386 -33	-0.1%	-$2.41K	0.13%	114
2018 Q3	$2.2M	Buy	+27,419	New	+$2.15M	0.13%	121
2015 Q1	–	Sell	-3,416	Closed	-$236K	–	317
2014 Q4	$236K	Hold	3,416	–	–	0.02%	267
2014 Q3	$244K	Buy	3,416 +75	+2%	+$5.52K	0.03%	249
2014 Q2	$239K	Hold	3,341	–	–	0.03%	255
2014 Q1	$220K	Sell	3,341 -200	-6%	-$12.9K	0.02%	254
2013 Q4	$238K	Buy	3,541 +57	+2%	+$3.78K	0.03%	241
2013 Q3	$224K	Hold	3,484	–	–	0.03%	246
2013 Q2	$203K	Buy	+3,484	New	+$208K	0.03%	239

Other funds holding RY

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Wilbanks Smith & Thomas Asset Management's RY Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Royal Bank of Canada (RY) stake by 1.3% in Q1 2024, selling an estimated $17.6K and leaving 13,598 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #195.

Wilbanks Smith & Thomas Asset Management first reported a position in RY in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.65M in Q4 2021. 666 funds tracked by Wall St. Rank hold RY as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 13,598 shares of Royal Bank of Canada worth $1.37M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management sold 178 Royal Bank of Canada shares in Q1 2024, an estimated $17.6K.
Royal Bank of Canada made up 0.04% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #195 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 26 quarters since.
Wilbanks Smith & Thomas Asset Management's Royal Bank of Canada position peaked at $2.65M in Q4 2021.
666 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.