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180 Wealth Advisors’s Thomson Reuters TRI Stock Holding History

180 Wealth Advisors’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
Q4 		– Sell
-1,653
Closed -$261K – 492
2025
Q3 		$261K Sell
1,653
-1
-0.1% -$187 0.03% 389
2025
Q2 		$338K Buy
1,654
+247
+18% +$47K 0.05% 314
2025
Q1 		$247K Sell
1,407
-124
-8% -$21.4K 0.04% 348
2024
Q4 		$249K Sell
1,531
-162
-10% -$27.3K 0.04% 345
2024
Q3 		$293K Sell
1,693
-24
-1% -$4.05K 0.05% 335
2024
Q2 		$288K Sell
1,717
-49
-3% -$8.12K 0.05% 329
2024
Q1 		$279K Sell
1,766
-203
-10% -$31.6K 0.05% 309
2023
Q4 		$288K Sell
1,969
-54
-3% -$7.29K 0.06% 287
2023
Q3 		$251K Buy
2,023
+108
+6% +$14.2K 0.06% 289
2023
Q2 		$259K Sell
1,915
-1,371
-42% -$184K 0.06% 279
2023
Q1 		$451K Sell
3,286
-66
-2% -$8.41K 0.1% 201
2022
Q4 		$418K Buy
3,352
+105
+3% +$12.1K 0.1% 213
2022
Q3 		$351K Sell
3,247
-638
-16% -$74K 0.1% 211
2022
Q2 		$424K Sell
3,885
-131
-3% -$13.9K 0.11% 175
2022
Q1 		$450K Sell
4,016
-107
-3% -$11.9K 0.1% 194
2021
Q4 		$459K Sell
4,123
-314
-7% -$39.1K 0.1% 187
2021
Q3 		$544K Sell
4,437
-51
-1% -$5.94K 0.12% 162
2021
Q2 		$534K Sell
4,488
-90
-2% -$9.02K 0.12% 160
2021
Q1 		$458K Sell
4,578
-787
-15% -$70K 0.11% 175
2020
Q4 		$455K Buy
5,365
+471
+10% +$40.3K 0.13% 161
2020
Q3 		$425K Buy
4,894
+106
+2% +$8.25K 0.16% 135
2020
Q2 		$357K Sell
4,788
-142
-3% -$10.3K 0.14% 151
2020
Q1 		$347K Buy
+4,930
New +$384K 0.18% 140
2019
Q3 		– Sell
-3,347
Closed -$241K – 269
2019
Q2 		$241K Sell
3,347
-70
-2% -$4.63K 0.11% 214
2019
Q1 		$220K Buy
+3,417
New +$191K 0.1% 229
2018
Q2 		– Sell
-6,210
Closed -$279K – 257
2018
Q1 		$279K Sell
6,210
-836
-12% -$40K 0.14% 178
2017
Q4 		$356K Buy
+7,046
New +$368K 0.18% 150

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

180 Wealth Advisors's TRI Position: Q4 2025 in Review

180 Wealth Advisors sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 1,653 shares — an estimated $261K sold.

180 Wealth Advisors first reported a position in TRI in Q4 2017 and held it in 27 quarters. The position peaked at $544K in Q3 2021. 504 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

  • 180 Wealth Advisors reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
  • 180 Wealth Advisors sold 1,653 Thomson Reuters shares in Q4 2025, an estimated $261K.
  • 180 Wealth Advisors first reported a position in Thomson Reuters in Q4 2017 and held it in 27 quarters.
  • 180 Wealth Advisors's Thomson Reuters position peaked at $544K in Q3 2021.
  • 504 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on 180 Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.