WA
TRI icon

Wealth Alliance’s Thomson Reuters TRI Stock Holding History

Wealth Alliance’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
-1,458
Closed -$298K – 594
2025
Q2 		$298K Sell
1,458
-4
-0.3% -$762 0.03% 411
2025
Q1 		$257K Sell
1,462
-404
-22% -$69.7K 0.03% 434
2024
Q4 		$304K Sell
1,866
-22
-1% -$3.71K 0.04% 382
2024
Q3 		$327K Buy
1,888
+18
+1% +$3.04K 0.04% 377
2024
Q2 		$320K Sell
1,870
-20
-1% -$3.31K 0.04% 366
2024
Q1 		$299K Sell
1,890
-36
-2% -$5.6K 0.04% 405
2023
Q4 		$286K Sell
1,926
-20
-1% -$2.7K 0.04% 394
2023
Q3 		$242K Buy
1,946
+109
+6% +$14.4K 0.04% 412
2023
Q2 		$252K Sell
1,837
-72
-4% -$9.66K 0.04% 429
2023
Q1 		$262K Sell
1,909
-456
-19% -$58.1K 0.04% 403
2022
Q4 		$284K Buy
2,365
+16
+0.7% +$1.84K 0.05% 363
2022
Q3 		$254K Sell
2,349
-674
-22% -$78.1K 0.05% 370
2022
Q2 		$332K Buy
3,023
+89
+3% +$9.43K 0.06% 294
2022
Q1 		$336K Sell
2,934
-136
-4% -$15.2K 0.07% 305
2021
Q4 		$387K Sell
3,070
-16
-0.5% -$1.99K 0.08% 283
2021
Q3 		$359K Buy
3,086
+138
+5% +$16.1K 0.08% 281
2021
Q2 		$309K Sell
2,948
-152
-5% -$15.2K 0.07% 316
2021
Q1 		$286K Buy
3,100
+163
+6% +$14.5K 0.08% 305
2020
Q4 		$253K Sell
2,937
-12
-0.4% -$1.03K 0.07% 316
2020
Q3 		$248K Sell
2,949
-2
-0.1% -$156 0.09% 277
2020
Q2 		$211K Buy
+2,951
New +$213K 0.08% 283

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