Parisi Gray Wealth Management’s Thomson Reuters TRI Stock Holding History

Parisi Gray 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
2021 Q3	–	Sell	-95	Closed	-$10K	–	513
2021 Q2	$10K	Buy	+95	New	+$9.52K	﹤0.01%	452
2019 Q2	–	Sell	-95	Closed	-$6K	–	425
2019 Q1	$6K	Hold	95	–	–	﹤0.01%	441
2018 Q4	$5K	Buy	95 +9	+10%	+$482	﹤0.01%	478
2018 Q3	$5K	Hold	86	–	–	﹤0.01%	486
2018 Q2	$4K	Hold	86	–	–	﹤0.01%	520
2018 Q1	$4K	Hold	86	–	–	﹤0.01%	526
2017 Q4	$4K	Buy	+86	New	+$4.5K	﹤0.01%	573

Other funds holding TRI

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return