Destiny Wealth Partners’s Thomson Reuters TRI Stock Holding History

Destiny Wealth Partners’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
2023 Q1	–	Sell	-271	Closed	-$32.6K	–	605
2022 Q4	$32.6K	Buy	271 +92	+51%	+$10.6K	0.01%	345
2022 Q3	$19K	Hold	179	–	–	﹤0.01%	362
2022 Q2	$20K	Hold	179	–	–	﹤0.01%	362
2022 Q1	$21K	Sell	179 -98	-35%	-$10.9K	﹤0.01%	382
2021 Q4	$35K	Hold	277	–	–	0.01%	356
2021 Q3	$32K	Buy	+277	New	+$32.3K	0.01%	346
2021 Q2	–	Sell	-98	Closed	-$9K	–	477
2021 Q1	$9K	Sell	98 -179	-65%	-$15.9K	﹤0.01%	422
2020 Q4	$24K	Buy	+277	New	+$23.7K	0.01%	347

Other funds holding TRI

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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