Arax Advisory Partners’s Thomson Reuters TRI Stock Holding History

Arax Advisory Partners’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	$26.1K	Sell	286 -590	-67%	-$62.2K	﹤0.01%	1976
2025 Q4	$118K	Sell	876 -214	-20%	-$31K	﹤0.01%	1270
2025 Q3	$172K	Buy	1,090 +1,064	+4,092%	+$198K	﹤0.01%	1314
2025 Q2	$23.3K	Buy	26 +12	+86%	+$2.29K	﹤0.01%	1591
2025 Q1	$2.4K	Sell	14 -9	-39%	-$1.55K	﹤0.01%	2017
2024 Q4	$3.66K	Sell	23 -18	-44%	-$3.03K	﹤0.01%	1845
2024 Q3	$7.11K	Sell	41 -864	-95%	-$146K	﹤0.01%	1554
2024 Q2	$155K	Sell	905 -26	-3%	-$4.31K	0.02%	379
2024 Q1	$147K	Sell	931 -2	-0.2%	-$311	0.02%	333
2023 Q4	$139K	Buy	933 +410	+78%	+$55.4K	0.02%	333
2023 Q3	$65K	Buy	523 +15	+3%	+$1.98K	0.01%	420
2023 Q2	$69.6K	Buy	508 +13	+3%	+$1.74K	0.01%	412
2023 Q1	$67.9K	Buy	495 +477	+2,650%	+$60.8K	0.01%	410
2022 Q4	$2.19K	Hold	18	–	–	﹤0.01%	929
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	995
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	967
2022 Q1	$2K	Buy	18 +5	+38%	+$558	﹤0.01%	970
2021 Q4	$2K	Buy	+13	New	+$1.62K	﹤0.01%	936

Other funds holding TRI

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return