HHM Wealth Advisors’s Thomson Reuters TRI Stock Holding History

HHM Wealth 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
2022 Q3	–	Sell	-134	Closed	-$15K	–	807
2022 Q2	$15K	Hold	134	–	–	﹤0.01%	470
2022 Q1	$15K	Hold	134	–	–	﹤0.01%	487
2021 Q4	$17K	Hold	134	–	–	﹤0.01%	452
2021 Q3	$16K	Hold	134	–	–	﹤0.01%	443
2021 Q2	$14K	Hold	134	–	–	﹤0.01%	447
2021 Q1	$12K	Hold	134	–	–	﹤0.01%	435
2020 Q4	$12K	Hold	134	–	–	﹤0.01%	408
2020 Q3	$11K	Hold	134	–	–	﹤0.01%	382
2020 Q2	$10K	Hold	134	–	–	﹤0.01%	372
2020 Q1	$10K	Buy	+134	New	+$10.4K	﹤0.01%	355

Other funds holding TRI

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return