Avondale Wealth Management’s Thomson Reuters TRI Stock Holding History

Avondale Wealth Management’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
2021 Q4	–	Sell	-196	Closed	-$23K	–	117
2021 Q3	$23K	Hold	196	–	–	0.02%	91
2021 Q2	$21K	Hold	196	–	–	0.02%	90
2021 Q1	$18K	Hold	196	–	–	0.02%	88
2020 Q4	$17K	Hold	196	–	–	0.02%	89
2020 Q3	$17K	Hold	196	–	–	0.03%	78
2020 Q2	$14K	Hold	196	–	–	0.02%	77
2020 Q1	$14K	Hold	196	–	–	0.02%	80
2019 Q4	$15K	Hold	196	–	–	0.02%	81
2019 Q3	$14K	Hold	196	–	–	0.02%	84
2019 Q2	$13K	Hold	196	–	–	0.01%	92
2019 Q1	$12K	Hold	196	–	–	0.01%	96
2018 Q4	$10K	Sell	196 -1	-0.5%	-$54	0.01%	98
2018 Q3	$10K	Hold	197	–	–	0.01%	87
2018 Q2	$9K	Hold	197	–	–	0.01%	86
2018 Q1	$8K	Hold	197	–	–	0.01%	92
2017 Q4	$10K	Buy	+197	New	+$10.3K	0.01%	98

Other funds holding TRI

Royal Bank of Canada

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

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

Fidelity Investments

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

TD Asset Management

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

Fiera Capital (Canada)

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