WR Wealth Planners’s Royal Bank of Canada RY Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-506	Closed	-$44.2K	–	718
2023 Q3	$44.2K	Hold	506	–	–	0.02%	333
2023 Q2	$48.3K	Hold	506	–	–	0.02%	321
2023 Q1	$48.4K	Buy	+506	New	+$50.1K	0.02%	324

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

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's RY Position: Q4 2023 in Review

WR Wealth Planners sold out of Royal Bank of Canada (RY) in Q4 2023, closing a stake of 506 shares — an estimated $44.2K sold.

WR Wealth Planners first reported a position in RY in Q1 2023 and held it in 3 quarters. The position peaked at $48.4K in Q1 2023. 675 funds tracked by Wall St. Rank hold RY as of Q4 2023.

WR Wealth Planners reported no remaining Royal Bank of Canada position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 506 Royal Bank of Canada shares in Q4 2023, an estimated $44.2K.
WR Wealth Planners first reported a position in Royal Bank of Canada in Q1 2023 and held it in 3 quarters.
WR Wealth Planners's Royal Bank of Canada position peaked at $48.4K in Q1 2023.
675 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.