AT
TRI icon

American Trust’s Thomson Reuters TRI Stock Holding History

American Trust’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
2024
Q3 		– Sell
-1,215
Closed -$208K – 285
2024
Q2 		$208K Sell
1,215
-74
-6% -$12.3K 0.02% 229
2024
Q1 		$204K Sell
1,289
-222
-15% -$34.5K 0.02% 267
2023
Q4 		$224K Sell
1,511
-129
-8% -$17.4K 0.02% 252
2023
Q3 		$204K Sell
1,640
-286
-15% -$37.7K 0.02% 267
2023
Q2 		$264K Buy
1,926
+37
+2% +$4.96K 0.02% 328
2023
Q1 		$259K Sell
1,889
-199
-10% -$25.4K 0.02% 347
2022
Q4 		$251K Buy
+2,088
New +$241K 0.02% 346

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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