SWM
TRI icon

SeaCrest Wealth Management’s Thomson Reuters TRI Stock Holding History

SeaCrest 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
2025
Q3 		– Sell
-1,856
Closed -$379K – 673
2025
Q2 		$379K Sell
1,856
-59
-3% -$11.2K 0.04% 393
2025
Q1 		$336K Buy
1,915
+387
+25% +$66.8K 0.04% 443
2024
Q4 		$249K Hold
1,528
– – 0.03% 550
2024
Q3 		$265K Sell
1,528
-216
-12% -$36.5K 0.03% 528
2024
Q2 		$299K Buy
+1,744
New +$289K 0.03% 461
2022
Q3 		– Sell
-503
Closed -$55K – 1442
2022
Q2 		$55K Buy
+503
New +$53.3K 0.01% 1078
2019
Q2 		– Sell
-223
Closed -$14K – 1730
2019
Q1 		$14K Sell
223
-63
-22% -$3.52K ﹤0.01% 1425
2018
Q4 		$15K Buy
286
+127
+80% +$6.81K ﹤0.01% 1361
2018
Q3 		$8K Hold
159
– – ﹤0.01% 1734
2018
Q2 		$7K Hold
159
– – ﹤0.01% 1731
2018
Q1 		$7K Hold
159
– – ﹤0.01% 1709
2017
Q4 		$8K Buy
+159
New +$8.31K ﹤0.01% 1683

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