Ashton Thomas Private Wealth’s Thomson Reuters TRI Stock Holding History

Ashton Thomas Private Wealth’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
2025 Q2	–	Sell	-1,168	Closed	-$205K	–	879
2025 Q1	$205K	Buy	+1,168	New	+$202K	0.01%	776
2024 Q3	–	Sell	-426	Closed	-$73K	–	1743
2024 Q2	$73K	Buy	+426	New	+$70.6K	﹤0.01%	826
2024 Q1	–	Sell	-1,732	Closed	-$258K	–	621
2023 Q4	$258K	Sell	1,732 -12	-0.7%	-$1.62K	0.02%	518
2023 Q3	$217K	Sell	1,744 -24	-1%	-$3.16K	0.02%	525
2023 Q2	$243K	Buy	+1,768	New	+$237K	0.02%	524

Other funds holding TRI

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

Fidelity Investments

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity International

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

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

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

SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return