Janiczek Wealth Management’s Thomson Reuters TRI Stock Holding History

Janiczek 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
2024 Q2	$60.9K	Hold	355	–	–	0.01%	368
2024 Q1	$56.3K	Hold	355	–	–	0.01%	391
2023 Q4	$52.8K	Buy	355 +50	+16%	+$6.75K	0.01%	380
2023 Q3	$37.9K	Hold	305	–	–	0.01%	405
2023 Q2	$41.8K	Sell	305 -2	-0.7%	-$268	0.01%	340
2023 Q1	$42.1K	Hold	307	–	–	0.01%	338
2022 Q4	$37.8K	Hold	307	–	–	0.01%	355
2022 Q3	$33K	Hold	307	–	–	0.01%	369
2022 Q2	$36K	Sell	307 -445	-59%	-$47.1K	0.01%	357
2022 Q1	$86K	Sell	752 -26	-3%	-$2.9K	0.02%	227
2021 Q4	$98K	Buy	778 +8	+1%	+$996	0.03%	191
2021 Q3	$90K	Buy	770 +309	+67%	+$36K	0.03%	187
2021 Q2	$48K	Buy	461 +83	+22%	+$8.32K	0.02%	262
2021 Q1	$35K	Buy	378 +177	+88%	+$15.7K	0.01%	297
2020 Q4	$17K	Buy	+201	New	+$17.2K	0.01%	377

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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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

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

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