AWM
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Axxcess Wealth Management’s Thomson Reuters TRI Stock Holding History

Axxcess 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
2025
Q3 		– Sell
-1,061
Closed -$217K – 969
2025
Q2 		$217K Sell
1,061
-179
-14% -$34.1K 0.01% 826
2025
Q1 		$218K Sell
1,240
-1,643
-57% -$284K 0.01% 789
2024
Q4 		$470K Sell
2,883
-138
-5% -$23.2K 0.01% 558
2024
Q3 		$523K Buy
3,021
+134
+5% +$22.6K 0.01% 541
2024
Q2 		$494K Sell
2,887
-4,679
-62% -$776K 0.01% 523
2024
Q1 		$1.2M Sell
7,566
-261
-3% -$40.6K 0.03% 336
2023
Q4 		$1.16M Sell
7,827
-1,070
-12% -$145K 0.03% 329
2023
Q3 		$1.11M Buy
8,897
+6,405
+257% +$844K 0.04% 301
2023
Q2 		$342K Sell
2,492
-2,218
-47% -$298K 0.02% 424
2023
Q1 		$646K Buy
4,710
+279
+6% +$35.6K 0.05% 319
2022
Q4 		$533K Buy
+4,431
New +$511K 0.04% 348

Other funds holding TRI

TWC
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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
SFC
SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return