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FDx Advisors’s Thomson Reuters TRI Stock Holding History

FDx 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
2024
Q3 		– Sell
-2,436
Closed -$417K – 210
2024
Q2 		$417K Sell
2,436
-1,263
-34% -$209K 0.12% 116
2024
Q1 		$585K Buy
3,699
+680
+23% +$106K 0.09% 186
2023
Q4 		$448K Sell
3,019
-663
-18% -$89.6K 0.03% 415
2023
Q3 		$457K Sell
3,682
-3,505
-49% -$462K 0.04% 369
2023
Q2 		$985K Buy
7,187
+2,172
+43% +$291K 0.05% 305
2023
Q1 		$603K Hold
5,015
– – 0.03% 387
2022
Q4 		$603K Sell
5,015
-1,498
-23% -$173K 0.03% 387
2022
Q3 		$704K Sell
6,513
-4,314
-40% -$500K 0.03% 341
2022
Q2 		$1.19M Buy
10,827
+422
+4% +$44.7K 0.04% 289
2022
Q1 		$1.19M Sell
10,405
-2,764
-21% -$309K 0.04% 296
2021
Q4 		$1.66M Buy
13,169
+450
+4% +$56K 0.05% 260
2021
Q3 		$1.48M Buy
12,719
+1,347
+12% +$157K 0.05% 264
2021
Q2 		$1.19M Buy
11,372
+559
+5% +$56K 0.04% 294
2021
Q1 		$998K Buy
10,813
+1,492
+16% +$133K 0.04% 297
2020
Q4 		$804K Buy
9,321
+2,395
+35% +$205K 0.03% 318
2020
Q3 		$582K Buy
6,926
+2,001
+41% +$156K 0.03% 340
2020
Q2 		$353K Sell
4,925
-208
-4% -$15K 0.02% 408
2020
Q1 		$367K Buy
5,133
+1,812
+55% +$141K 0.02% 349
2019
Q4 		$251K Buy
+3,321
New +$242K 0.01% 542

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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