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Baker Tilly Wealth Management’s Thomson Reuters TRI Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-1,754
Closed -$278K – 406
2024
Q1 		$278K Sell
1,754
-99
-5% -$15.4K 0.05% 357
2023
Q4 		$275K Sell
1,853
-76
-4% -$10.3K 0.05% 399
2023
Q3 		$240K Sell
1,929
-866
-31% -$114K 0.04% 406
2023
Q2 		$383K Sell
2,795
-65
-2% -$8.72K 0.04% 402
2023
Q1 		$392K Sell
2,860
-1,321
-32% -$168K 0.04% 394
2022
Q4 		$502K Sell
4,181
-45
-1% -$5.19K 0.06% 323
2022
Q3 		$457K Sell
4,226
-1,488
-26% -$173K 0.06% 313
2022
Q2 		$627K Sell
5,714
-118
-2% -$12.5K 0.08% 252
2022
Q1 		$669K Buy
5,832
+599
+11% +$66.9K 0.07% 268
2021
Q4 		$660K Buy
5,233
+853
+19% +$106K 0.07% 300
2021
Q3 		$510K Buy
4,380
+460
+12% +$53.6K 0.07% 308
2021
Q2 		$410K Buy
3,920
+206
+6% +$20.6K 0.07% 325
2021
Q1 		$343K Buy
3,714
+332
+10% +$29.5K 0.07% 327
2020
Q4 		$292K Buy
+3,382
New +$290K 0.09% 245

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
Vanguard Group
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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