Sowell Financial Services’s Thomson Reuters TRI Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-446	Closed	-$45K	–	2533
2021 Q1	$45K	Buy	446 +78	+21%	+$6.94K	﹤0.01%	1704
2020 Q4	$32K	Hold	368	–	–	﹤0.01%	1562
2020 Q3	$31K	Sell	368 -107	-23%	-$8.33K	﹤0.01%	1375
2020 Q2	$34K	Buy	475 +135	+40%	+$9.76K	﹤0.01%	1293
2020 Q1	$24K	Buy	340 +53	+18%	+$4.13K	﹤0.01%	1333
2019 Q4	$22K	Sell	287 -2,456	-90%	-$179K	﹤0.01%	1408
2019 Q3	$193K	Buy	+2,743	New	+$195K	0.02%	656

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

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

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