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Legacy Wealth Asset Management’s Thomson Reuters TRI Stock Holding History

Legacy Wealth Asset 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
2025
Q4 		– Sell
-10,211
Closed -$1.61M – 381
2025
Q3 		$1.61M Buy
10,211
+127
+1% +$23.7K 0.39% 58
2025
Q2 		$2.06M Sell
10,084
-1,707
-14% -$325K 0.52% 46
2025
Q1 		$2.07M Sell
11,791
-339
-3% -$58.5K 0.57% 35
2024
Q4 		$1.98M Sell
12,130
-29
-0.2% -$4.88K 0.54% 39
2024
Q3 		$2.11M Sell
12,159
-233
-2% -$39.3K 0.57% 42
2024
Q2 		$2.12M Buy
12,392
+116
+0.9% +$19.2K 0.6% 37
2024
Q1 		$1.94M Sell
12,276
-213
-2% -$33.1K 0.54% 43
2023
Q4 		$1.85M Buy
12,489
+81
+0.7% +$10.9K 0.61% 39
2023
Q3 		$1.54M Buy
12,408
+3,840
+45% +$506K 0.57% 46
2023
Q2 		$1.17M Sell
8,568
-144
-2% -$19.3K 0.41% 65
2023
Q1 		$1.19M Sell
8,712
-419
-5% -$53.4K 0.43% 65
2022
Q4 		$1.1M Sell
9,131
-2,340
-20% -$270K 0.42% 69
2022
Q3 		$1.24M Buy
11,471
+8,929
+351% +$1.04M 0.54% 45
2022
Q2 		$279K Buy
2,542
+614
+32% +$65K 0.11% 240
2022
Q1 		$221K Buy
+1,928
New +$215K 0.08% 283

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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 $109B 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