Corient Private Wealth
TRI icon

Corient Private Wealth’s Thomson Reuters TRI Stock Holding History

Corient Private Wealth’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 		$1.65M Sell
18,371
-21,039
-53% -$2.22M ﹤0.01% 1368
2025
Q4 		$5.28M Buy
39,410
+20,795
+112% +$3.01M ﹤0.01% 1030
2025
Q3 		$2.94M Sell
18,615
-860
-4% -$160K ﹤0.01% 908
2025
Q2 		$3.98M Sell
19,475
-2,163
-10% -$412K 0.01% 775
2025
Q1 		$3.8M Sell
21,638
-1,686
-7% -$291K 0.01% 759
2024
Q4 		$3.8M Sell
23,324
-683
-3% -$115K 0.01% 779
2024
Q3 		$4.16M Sell
24,007
-5,438
-18% -$918K 0.01% 808
2024
Q2 		$5.04M Sell
29,445
-745
-2% -$123K 0.01% 708
2024
Q1 		$4.78M Sell
30,190
-403
-1% -$62.7K 0.01% 714
2023
Q4 		$4.54M Buy
30,593
+155
+0.5% +$20.9K 0.01% 720
2023
Q3 		$3.78M Sell
30,438
-487
-2% -$64.2K 0.01% 703
2023
Q2 		$4.24M Sell
30,925
-1,022
-3% -$137K 0.01% 676
2023
Q1 		$4.38M Buy
31,947
+2,941
+10% +$375K 0.01% 626
2022
Q4 		$3.49M Buy
+29,006
New +$3.34M 0.01% 572

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