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Bell Investment Advisors’s Thomson Reuters TRI Stock Holding History

Bell Investment Advisors’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 		$2.97K Buy
32
+2
+7% +$211 ﹤0.01% 1178
2025
Q4 		$3.96K Sell
30
-2
-6% -$290 ﹤0.01% 1070
2025
Q3 		$5.13K Hold
32
– – ﹤0.01% 928
2025
Q2 		$6.64K Hold
32
– – ﹤0.01% 851
2025
Q1 		$5.7K Hold
32
– – ﹤0.01% 855
2024
Q4 		$5.29K Hold
32
– – ﹤0.01% 905
2024
Q3 		$5.63K Hold
32
– – ﹤0.01% 872
2024
Q2 		$5.56K Hold
32
– – ﹤0.01% 872
2024
Q1 		$5.14K Hold
32
– – ﹤0.01% 900
2023
Q4 		$4.83K Buy
32
+4
+14% +$540 ﹤0.01% 904
2023
Q3 		$3.42K Sell
28
-1
-3% -$132 ﹤0.01% 1005
2023
Q2 		$3.91K Sell
29
-18
-38% -$2.42K ﹤0.01% 943
2023
Q1 		$6.38K Sell
47
-28
-37% -$3.57K ﹤0.01% 668
2022
Q4 		$9.01K Sell
75
-5
-6% -$576 ﹤0.01% 527
2022
Q3 		$9K Buy
80
+63
+371% +$7.3K ﹤0.01% 456
2022
Q2 		$2K Buy
+17
New +$1.8K ﹤0.01% 1246
2021
Q4 		$8K Sell
64
-71
-53% -$8.84K ﹤0.01% 576
2021
Q3 		$16K Buy
+135
New +$15.7K ﹤0.01% 338

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
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
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return