Ownership history in Counterweight Ventures, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Counterweight Ventures, LLC reported a position in ROYAL BK CDA (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 Counterweight Ventures, LLC outperformed the S&P 500 by +18.9% annually on this RY position. Maximum drawdown during holding period: β8.1%.
π₯ Exceptional β beat the S&P 500 by 18.9% per year on this position.
7 quarters analyzed
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 0 trims. Bought during 0 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Counterweight Ventures, LLC has been actively increasing its RY allocation β a bullish signal from insiders.
Currently 3.37% 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