GRP
TRI icon

Global Retirement Partners’s Thomson Reuters TRI Stock Holding History

Global Retirement 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
2025
Q4 		$6.61K Buy
49
+5
+11% +$724 ﹤0.01% 3335
2025
Q3 		$7K Sell
44
-54
-55% -$10.1K ﹤0.01% 2841
2025
Q2 		$20.1K Buy
+98
New +$18.7K ﹤0.01% 2288
2024
Q4 		$13K Sell
80
-16
-17% -$2.69K ﹤0.01% 2296
2024
Q3 		$16.5K Sell
96
-178
-65% -$30K ﹤0.01% 2080
2024
Q2 		$46.9K Buy
274
+214
+357% +$35.5K ﹤0.01% 1572
2024
Q1 		$9.49K Sell
60
-26
-30% -$4.04K ﹤0.01% 2151
2023
Q4 		$12.8K Buy
86
+33
+62% +$4.46K ﹤0.01% 1958
2023
Q3 		$6.6K Hold
53
– – ﹤0.01% 2099
2023
Q2 		$7.26K Sell
53
-1
-2% -$134 ﹤0.01% 2075
2023
Q1 		$7.14K Hold
54
– – ﹤0.01% 2045
2022
Q4 		$6.53K Hold
54
– – ﹤0.01% 1932
2022
Q3 		$6K Sell
54
-8
-13% -$927 ﹤0.01% 1893
2022
Q2 		$7K Buy
62
+15
+32% +$1.59K ﹤0.01% 1796
2022
Q1 		$5K Buy
+47
New +$5.25K ﹤0.01% 1916
2017
Q4 		– Sell
-101
Closed -$5K – 1468
2017
Q3 		$5K Hold
101
– – ﹤0.01% 1016
2017
Q2 		$5K Hold
101
– – ﹤0.01% 951
2017
Q1 		$5K Hold
101
– – ﹤0.01% 924
2016
Q4 		$5K Buy
+101
New +$4.93K ﹤0.01% 862

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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
SFC
SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return