MGWM
TRI icon

Marks Group Wealth Management’s Thomson Reuters TRI Stock Holding History

Marks Group 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
2025
Q3 		– Sell
-3,459
Closed -$707K – 304
2025
Q2 		$707K Buy
3,459
+131
+4% +$24.9K 0.07% 201
2025
Q1 		$584K Sell
3,328
-1,180
-26% -$204K 0.06% 223
2024
Q4 		$734K Buy
4,508
+415
+10% +$69.9K 0.07% 191
2024
Q3 		$709K Sell
4,093
-110
-3% -$18.6K 0.07% 193
2024
Q2 		$720K Sell
4,203
-14
-0.3% -$2.32K 0.08% 193
2024
Q1 		$667K Sell
4,217
-89
-2% -$13.8K 0.07% 196
2023
Q4 		$640K Sell
4,306
-62
-1% -$8.37K 0.07% 196
2023
Q3 		$543K Sell
4,368
-20
-0.5% -$2.64K 0.07% 202
2023
Q2 		$601K Sell
4,388
-288
-6% -$38.6K 0.07% 200
2023
Q1 		$641K Sell
4,676
-43
-0.9% -$5.48K 0.08% 190
2022
Q4 		$567K Sell
4,719
-366
-7% -$42.2K 0.08% 199
2022
Q3 		$550K Sell
5,085
-2,469
-33% -$286K 0.08% 194
2022
Q2 		$830K Sell
7,554
-292
-4% -$30.9K 0.12% 180
2022
Q1 		$900K Buy
7,846
+1,356
+21% +$151K 0.11% 173
2021
Q4 		$819K Buy
6,490
+3,001
+86% +$374K 0.1% 195
2021
Q3 		$407K Buy
+3,489
New +$407K 0.06% 219

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return