Number of Shares
116,475.00
Current Holdings Value*
$13.13 Mil
% of Portfolio
3.83%
Total Estimate Gain
$5.35 Mil
% of Total Estimate Gain
50.73%

Lorne Steinberg Wealth Management Inc.'s Royal Bank of Canada Holding Summary

As of 2025-03-31, Lorne Steinberg Wealth Management Inc. held 116,475.00 shares of Royal Bank of Canada(RY), totaling $13.13 Mil. This investment constitutes 3.83% of their stock portfolio, and Lorne Steinberg Wealth Management Inc. now holds 0.01% of the outstanding Royal Bank of Canada(RY) stock.

The initial trade took place in 2020Q4. And since then Lorne Steinberg Wealth Management Inc. has made 12 purchases of RY, at an average price of $87.46, for a total of 120,544.00 shares. In addition, there have been 5 sales at an average price of $103.82 for 4,069.00 shares. Based on historical transaction data and RY's current price of $132.81, Lorne Steinberg Wealth Management Inc.'s estimated gain on his RY holdings is $5.35 Mil, reflecting a 50.73% gain to date.

Lorne Steinberg Wealth Management Inc. RY ($132.81) Holding Chart

Lorne Steinberg Wealth Management Inc. RY ($132.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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