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TRI icon

Addison Advisors’s Thomson Reuters TRI Stock Holding History

Addison Advisors’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,015
Closed -$136K – 996
2025
Q4 		$136K Sell
1,015
-123
-11% -$17.8K 0.03% 276
2025
Q3 		$180K Sell
1,138
-117
-9% -$21.8K 0.04% 236
2025
Q2 		$256K Sell
1,255
-8
-0.6% -$1.52K 0.06% 182
2025
Q1 		$222K Buy
1,263
+12
+1% +$2.07K 0.06% 188
2024
Q4 		$204K Buy
1,251
+67
+6% +$11.3K 0.06% 205
2024
Q3 		$205K Buy
1,184
+14
+1% +$2.36K 0.06% 208
2024
Q2 		$200K Buy
1,170
+27
+2% +$4.47K 0.06% 196
2024
Q1 		$181K Buy
1,143
+5
+0.4% +$778 0.06% 201
2023
Q4 		$169K Buy
1,138
+28
+3% +$3.78K 0.07% 196
2023
Q3 		$138K Buy
1,110
+56
+5% +$7.38K 0.06% 205
2023
Q2 		$145K Buy
1,054
+105
+11% +$14.1K 0.07% 194
2023
Q1 		$130K Buy
949
+4
+0.4% +$510 0.07% 185
2022
Q4 		$114K Buy
945
+316
+50% +$36.4K 0.07% 196
2022
Q3 		$68K Sell
629
-519
-45% -$60.2K 0.04% 232
2022
Q2 		$126K Buy
1,148
+75
+7% +$7.95K 0.08% 168
2022
Q1 		$123K Buy
+1,073
New +$120K 0.07% 194

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return