Advocacy Wealth Management Services’s Thomson Reuters TRI Stock Holding History

Advocacy Wealth Management Services’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
2022 Q2	–	Sell	-13	Closed	-$2K	–	202
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	157
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	154
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	149
2021 Q2	$1K	Buy	+13	New	+$1.3K	﹤0.01%	186
2016 Q3	–	Sell	-431	Closed	-$20K	–	390
2016 Q2	$20K	Sell	431 -257	-37%	-$12.2K	0.01%	240
2016 Q1	$32K	Buy	+688	New	+$29.6K	0.02%	228

Other funds holding TRI

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return