Tyler-Stone Wealth Management’s Thomson Reuters TRI Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-109	Closed	-$18.7K	–	885
2024 Q2	$18.7K	Hold	109	–	–	0.01%	537
2024 Q1	$17.3K	Hold	109	–	–	0.01%	549
2023 Q4	$16.2K	Hold	109	–	–	0.01%	549
2023 Q3	$14K	Hold	109	–	–	0.01%	546
2023 Q2	$15K	Buy	+109	New	+$14.6K	0.01%	536
2022 Q4	$13K	Hold	110	–	–	0.01%	520
2022 Q3	$12K	Hold	110	–	–	0.01%	514
2022 Q2	$12K	Hold	110	–	–	0.01%	528
2022 Q1	$13K	Hold	110	–	–	0.01%	533
2021 Q4	$14K	Buy	+110	New	+$13.7K	0.01%	545

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Fiera Capital (Canada)

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

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return