Annapolis Financial Services’s Thomson Reuters TRI Stock Holding History

Annapolis Financial 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
2024 Q1	–	Sell	-160	Closed	-$23.8K	–	459
2023 Q4	$23.8K	Hold	160	–	–	0.01%	267
2023 Q3	$19.9K	Hold	160	–	–	0.01%	267
2023 Q2	$22K	Sell	160 -1	-0.6%	-$134	0.01%	257
2023 Q1	$22.1K	Hold	161	–	–	0.01%	238
2022 Q4	$19.4K	Hold	161	–	–	0.01%	250
2022 Q3	$17K	Hold	161	–	–	0.01%	280
2022 Q2	$18K	Hold	161	–	–	0.01%	254
2022 Q1	$19K	Hold	161	–	–	0.01%	260
2021 Q4	$20K	Hold	161	–	–	0.01%	263
2021 Q3	$19K	Hold	161	–	–	0.01%	243
2021 Q2	$17K	Hold	161	–	–	0.01%	235
2021 Q1	$15K	Hold	161	–	–	0.01%	232
2020 Q4	$14K	Buy	+161	New	+$13.8K	0.01%	224

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 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

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

Manulife (Manufacturers Life Insurance)

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