IHT Wealth Management’s Thomson Reuters TRI Stock Holding History

IHT Wealth Management’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
2020 Q4	–	Sell	-3,483	Closed	-$293K	–	771
2020 Q3	$293K	Sell	3,483 -5	-0.1%	-$389	0.03%	485
2020 Q2	$250K	Sell	3,488 -4	-0.1%	-$289	0.03%	452
2020 Q1	$250K	Buy	+3,492	New	+$272K	0.04%	440
2018 Q2	–	Sell	-1,995	Closed	-$90K	–	1281
2018 Q1	$90K	Sell	1,995 -48	-2%	-$2.29K	0.02%	512
2017 Q4	$104K	Sell	2,043 -9	-0.4%	-$471	0.03%	482
2017 Q3	$109K	Sell	2,052 -37	-2%	-$1.98K	0.05%	339
2017 Q2	$4	Sell	2,089 -215	-9%	-$11K	﹤0.01%	1139
2017 Q1	$115K	Sell	2,304 -86	-4%	-$4.39K	0.08%	260
2016 Q4	$122K	Buy	+2,390	New	+$117K	0.09%	245

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

Manulife (Manufacturers Life Insurance)

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

Fidelity International

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Mackenzie Financial

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

TD Asset Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return