MMA
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Miracle Mile Advisors’s Thomson Reuters TRI Stock Holding History

Miracle Mile 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
2023
Q1 		– Sell
-2,993
Closed -$360K – 535
2022
Q4 		$360K Sell
2,993
-180
-6% -$20.7K 0.01% 400
2022
Q3 		$343K Sell
3,173
-249
-7% -$28.9K 0.02% 341
2022
Q2 		$376K Sell
3,422
-201
-6% -$21.3K 0.02% 343
2022
Q1 		$415K Sell
3,623
-19,874
-85% -$2.22M 0.02% 344
2021
Q4 		$2.96M Buy
23,497
+1,757
+8% +$219K 0.12% 144
2021
Q3 		$2.53M Buy
21,740
+507
+2% +$59.1K 0.12% 147
2021
Q2 		$2.22M Buy
21,233
+1,182
+6% +$118K 0.12% 147
2021
Q1 		$1.85M Buy
20,051
+761
+4% +$67.7K 0.11% 159
2020
Q4 		$1.66M Buy
19,290
+1,143
+6% +$97.9K 0.1% 162
2020
Q3 		$1.52M Buy
18,147
+394
+2% +$30.7K 0.11% 151
2020
Q2 		$1.27M Buy
17,753
+1,147
+7% +$83K 0.1% 162
2020
Q1 		$1.19M Sell
16,606
-1,116
-6% -$87K 0.13% 121
2019
Q4 		$1.34M Buy
17,722
+1,317
+8% +$95.9K 0.09% 142
2019
Q3 		$1.16M Sell
16,405
-23
-0.1% -$1.63K 0.08% 154
2019
Q2 		$1.12M Sell
16,428
-158
-1% -$10.5K 0.08% 147
2019
Q1 		$1.03M Buy
+16,586
New +$926K 0.08% 156

Other funds holding TRI

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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