Certified Advisory Corp’s Thomson Reuters TRI Stock Holding History

Certified Advisory Corp’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	-15	Closed	-$2K	–	254
2021 Q3	$2K	Buy	+15	New	+$1.75K	﹤0.01%	236
2021 Q2	–	Sell	-29	Closed	-$3K	–	689
2021 Q1	$3K	Buy	+29	New	+$2.58K	﹤0.01%	720
2020 Q2	$2K	Hold	29	–	–	﹤0.01%	713
2020 Q1	$2K	Hold	29	–	–	﹤0.01%	716
2019 Q4	$2K	Hold	29	–	–	﹤0.01%	747
2019 Q3	$2K	Hold	29	–	–	﹤0.01%	750
2019 Q2	$2K	Hold	29	–	–	﹤0.01%	758
2019 Q1	$2K	Hold	29	–	–	﹤0.01%	699
2018 Q4	$1K	Buy	29 +2	+7%	+$107	﹤0.01%	718
2018 Q3	$1K	Sell	27 -2	-7%	-$100	﹤0.01%	753
2018 Q2	$1K	Hold	29	–	–	﹤0.01%	744
2018 Q1	$1K	Hold	29	–	–	﹤0.01%	713
2017 Q4	$1K	Buy	+29	New	+$1.52K	﹤0.01%	673

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