Plante Moran Financial Advisors’s Thomson Reuters TRI Stock Holding History

Plante Moran Financial 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 Q3	–	Sell	-368	Closed	-$50.5K	–	879
2023 Q2	$50.5K	Hold	368	–	–	0.01%	300
2023 Q1	$50.5K	Buy	+368	New	+$46.9K	0.01%	291
2018 Q2	–	Sell	-1,065	Closed	-$48K	–	968
2018 Q1	$48K	Buy	1,065 +613	+136%	+$29.3K	0.03%	353
2017 Q4	$23K	Sell	452 -455	-50%	-$23.8K	0.01%	479
2017 Q3	$48K	Hold	907	–	–	0.03%	317
2017 Q2	$49K	Buy	907 +452	+99%	+$23.2K	0.03%	323
2017 Q1	$23K	Sell	455 -354	-44%	-$18.1K	0.01%	455
2016 Q4	$41K	Hold	809	–	–	0.03%	363
2016 Q3	$39K	Hold	809	–	–	0.03%	371
2016 Q2	$38K	Buy	809 +183	+29%	+$8.72K	0.03%	332
2016 Q1	$29K	Sell	626 -137	-18%	-$5.89K	0.02%	335
2015 Q4	$34K	Hold	763	–	–	0.03%	363
2015 Q3	$36K	Hold	763	–	–	0.03%	310
2015 Q2	$34K	Hold	763	–	–	0.02%	348
2015 Q1	$36K	Hold	763	–	–	0.03%	328
2014 Q4	$36K	Hold	763	–	–	0.03%	327
2014 Q3	$32K	Buy	763 +62	+9%	+$2.68K	0.03%	326
2014 Q2	$30K	Buy	+701	New	+$28.7K	0.03%	312

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TD Asset Management

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

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return