OIA
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OneDigital Investment Advisors’s Thomson Reuters TRI Stock Holding History

OneDigital 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
2025
Q3 		– Sell
-2,383
Closed -$487K – 1542
2025
Q2 		$487K Sell
2,383
-21
-0.9% -$4K 0.01% 909
2025
Q1 		$422K Sell
2,404
-131
-5% -$22.6K 0.01% 921
2024
Q4 		$413K Sell
2,535
-3,077
-55% -$518K ﹤0.01% 966
2024
Q3 		$972K Buy
5,612
+138
+3% +$23.3K 0.01% 661
2024
Q2 		$937K Buy
5,474
+2,004
+58% +$332K 0.01% 648
2024
Q1 		$549K Sell
3,470
-837
-19% -$130K 0.01% 711
2023
Q4 		$640K Buy
4,307
+829
+24% +$112K 0.01% 628
2023
Q3 		$432K Sell
3,478
-26
-0.7% -$3.43K 0.01% 690
2023
Q2 		$480K Buy
+3,504
New +$470K 0.01% 659

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