PRW Wealth Management’s TFI International TFII Stock Holding History

PRW Wealth Management’s Portfolio TFII Stock Details TFII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,250	Closed	-$240K	–	118
2022 Q1	$240K	Sell	2,250 -650	-22%	-$66.2K	0.11%	94
2021 Q4	$325K	Hold	2,900	–	–	0.15%	71
2021 Q3	$296K	Buy	+2,900	New	+$310K	0.15%	71
2021 Q2	–	Sell	-2,900	Closed	-$217K	–	293
2021 Q1	$217K	Buy	+2,900	New	+$197K	0.11%	85

Other funds holding TFII

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CII

Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PRW Wealth Management's TFII Position: Q2 2022 in Review

PRW Wealth Management sold out of TFI International (TFII) in Q2 2022, closing a stake of 2,250 shares — an estimated $240K sold.

PRW Wealth Management first reported a position in TFII in Q1 2021 and held it in 4 quarters. The position peaked at $325K in Q4 2021. 216 funds tracked by Wall St. Rank hold TFII as of Q2 2022.

PRW Wealth Management reported no remaining TFI International position as of Q2 2022 after selling out during the quarter.
PRW Wealth Management sold 2,250 TFI International shares in Q2 2022, an estimated $240K.
PRW Wealth Management first reported a position in TFI International in Q1 2021 and held it in 4 quarters.
PRW Wealth Management's TFI International position peaked at $325K in Q4 2021.
216 funds tracked by Wall St. Rank held TFI International as of Q2 2022.

Based on PRW Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.