Mount Yale Investment Advisors’s Thomson Reuters TRI Stock Holding History

Mount Yale Investment 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
2024 Q3	–	Sell	-9,575	Closed	-$1.64M	–	608
2024 Q2	$1.64M	Sell	9,575 -3,314	-26%	-$549K	0.13%	150
2024 Q1	$2.04M	Sell	12,889 -761	-6%	-$118K	0.16%	128
2023 Q4	$2.03M	Sell	13,650 -339	-2%	-$45.8K	0.19%	121
2023 Q3	$1.74M	Sell	13,989 -313	-2%	-$41.3K	0.19%	122
2023 Q2	$1.96M	Sell	14,302 -413	-3%	-$55.4K	0.21%	110
2023 Q1	$2.02M	Sell	14,715 -149	-1%	-$19K	0.23%	104
2022 Q4	$1.79M	Buy	+14,864	New	+$1.71M	0.2%	111
2022 Q3	–	Sell	-2,703	Closed	-$297K	–	481
2022 Q2	$297K	Buy	+2,703	New	+$286K	0.04%	355

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

Bank of Montreal

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Mackenzie Financial

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

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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