Ownership history in Arax Advisory Partners Β· 17 quarters on record
This page tracks every 13F SEC filing in which Arax Advisory Partners reported a position in ROYAL BK CDA MONTREAL QUE COM (RY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Arax Advisory Partners underperformed the S&P 500 by β6.2% annually on this RY position. Timing score: 55% (6/11 decisions correct). Average cost basis: $137.28. Maximum drawdown during holding period: β16.8%.
β Significantly underperformed the S&P 500 by 6.2% ann.
15 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $53.12 (2017 Q2) Β· Worst: $147.32 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 4 trims. Bought during 4 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size