RVW Wealth’s Thomson Reuters TRI Stock Holding History

RVW Wealth’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 Q4	–	Sell	-126	Closed	-$15.7K	–	337
2023 Q3	$15.7K	Sell	126 -12,871	-99%	-$1.7M	﹤0.01%	334
2023 Q2	$1.78M	Buy	12,997 +464	+4%	+$62.3K	0.21%	51
2023 Q1	$1.72M	Sell	12,533 -113	-0.9%	-$14.4K	0.21%	51
2022 Q4	$1.52M	Buy	12,646 +126	+1%	+$14.5K	0.19%	55
2022 Q3	$1.35M	Hold	12,520	–	–	0.19%	64
2022 Q2	$1.38M	Sell	12,520 -25	-0.2%	-$2.65K	0.18%	66
2022 Q1	$1.44M	Buy	12,545 +25	+0.2%	+$2.79K	0.17%	63
2021 Q4	$1.58M	Buy	12,520 +113	+0.9%	+$14.1K	0.18%	59
2021 Q3	$1M	Hold	12,407	–	–	0.12%	81
2021 Q2	$1M	Hold	12,407	–	–	0.13%	74
2021 Q1	$1M	Sell	12,407 -6,204	-33%	-$552K	0.13%	99
2020 Q4	$2M	Sell	18,611 -12,407	-40%	-$1.06M	0.29%	48
2020 Q3	$2.61M	Buy	31,018 +18,611	+150%	+$1.45M	0.44%	41
2020 Q2	$889K	Buy	+12,407	New	+$897K	0.16%	61

Other funds holding TRI

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

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

TD Asset Management

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

Manulife (Manufacturers Life Insurance)

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

Fiera Capital (Canada)

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