A detailed history of Bergan Kdv Wealth Management, LLC transactions in Royal Bank Of Canada stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 20,441 shares of RY stock, worth $2.17 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
20,441
Previous 20,212 1.13%
Holding current value
$2.17 Million
Previous $1.93 Million 1.09%
% of portfolio
0.2%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

BUY
$89.1 - $100.28 $20,403 - $22,964
229 Added 1.13%
20,441 $1.95 Million
Q1 2023

Apr 27, 2023

SELL
$92.19 - $104.14 $10,325 - $11,663
-112 Reduced 0.55%
20,212 $1.93 Million
Q4 2022

Jan 31, 2023

SELL
$85.51 - $100.9 $25,653 - $30,270
-300 Reduced 1.45%
20,324 $1.91 Million
Q3 2022

Oct 24, 2022

BUY
$25.99 - $99.31 $34,150 - $130,493
1,314 Added 6.8%
20,624 $1.86 Million
Q2 2022

Jul 13, 2022

BUY
$94.97 - $111.22 $9,497 - $11,122
100 Added 0.52%
19,310 $1.87 Million
Q1 2022

May 09, 2022

BUY
$105.02 - $118.79 $249,737 - $282,482
2,378 Added 14.13%
19,210 $2.12 Million
Q4 2021

Jan 28, 2022

SELL
$98.01 - $107.75 $79,584 - $87,493
-812 Reduced 4.6%
16,832 $1.79 Million
Q3 2021

Nov 12, 2021

BUY
$97.84 - $105.68 $24,851 - $26,842
254 Added 1.46%
17,644 $1.76 Million
Q2 2021

Aug 10, 2021

SELL
$92.37 - $104.67 $3,140 - $3,558
-34 Reduced 0.2%
17,390 $1.76 Million
Q1 2021

May 11, 2021

BUY
$80.87 - $93.73 $1.41 Million - $1.63 Million
17,382 Added 41385.71%
17,424 $1.61 Million
Q2 2020

Aug 13, 2020

BUY
$57.97 - $71.92 $2,434 - $3,020
42 New
42 $3,000

Others Institutions Holding RY

About ROYAL BANK OF CANADA


  • Ticker RY
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 1,391,709,952
  • Market Cap $147B
  • Description
  • Royal Bank of Canada operates as a diversified financial service company worldwide. The company's Personal & Commercial Banking segment offers checking and savings accounts, home equity financing, personal lending, private banking, indirect lending, including auto financing, mutual funds and self-directed brokerage accounts, guaranteed inves...
More about RY
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.