Oliver Lagore Vanvalin Investment Group’s Thomson Reuters TRI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$3.11K	Buy	+18	New	+$3.43K	﹤0.01%	522
2024 Q4	$2.89K	Hold	18	–	–	﹤0.01%	556
2024 Q3	$3.07K	Hold	18	–	–	﹤0.01%	545
2024 Q2	$3.03K	Hold	18	–	–	﹤0.01%	553
2024 Q1	$2.81K	Hold	18	–	–	﹤0.01%	586
2023 Q4	$2.63K	Hold	18	–	–	﹤0.01%	605
2023 Q3	$2.2K	Hold	18	–	–	﹤0.01%	678
2023 Q2	$2.43K	Sell	18 -1	-5%	-$134	﹤0.01%	638
2023 Q1	$2.6K	Buy	19 +10	+111%	+$1.27K	﹤0.01%	566
2022 Q4	$1.03K	Hold	9	–	–	﹤0.01%	599
2022 Q3	$1K	Buy	+9	New	+$1.04K	﹤0.01%	615

Other funds holding TRI

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

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

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

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return