FinTrust Capital Advisors’s Thomson Reuters TRI Stock Holding History

FinTrust Capital 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	$38.6K	Hold	223	–	–	0.01%	652
2024 Q2	$38.1K	Hold	223	–	–	0.01%	617
2024 Q1	$35.2K	Hold	223	–	–	0.01%	628
2023 Q4	$33K	Hold	223	–	–	0.01%	598
2023 Q3	$27.6K	Buy	+223	New	+$29.4K	0.01%	599
2022 Q3	–	Sell	-25	Closed	-$3K	–	1281
2022 Q2	$3K	Buy	+25	New	+$2.65K	﹤0.01%	1112
2019 Q2	–	Sell	-33	Closed	-$2K	–	1257
2019 Q1	$2K	Hold	33	–	–	﹤0.01%	1130
2018 Q4	$2K	Buy	+33	New	+$1.77K	﹤0.01%	1141

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 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

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