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Concurrent Investment Advisors’s Thomson Reuters TRI Stock Holding History

Concurrent 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 		$553K Buy
6,045
+2,848
+89% +$300K 0.01% 1162
2025
Q4 		$428K Buy
3,197
+697
+28% +$101K ﹤0.01% 1218
2025
Q3 		$394K Sell
2,500
-245
-9% -$45.7K 0.01% 1027
2025
Q2 		$561K Buy
2,745
+572
+26% +$109K 0.01% 806
2025
Q1 		$381K Buy
2,173
+752
+53% +$130K 0.01% 828
2024
Q4 		$231K Buy
1,421
+265
+23% +$44.6K 0.01% 934
2024
Q3 		$200K Sell
1,156
-431
-27% -$72.8K 0.01% 943
2024
Q2 		$272K Sell
1,587
-11
-0.7% -$1.82K 0.01% 775
2024
Q1 		$253K Sell
1,598
-126
-7% -$19.6K 0.01% 723
2023
Q4 		$256K Buy
+1,724
New +$233K 0.01% 704

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
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return