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3Chopt Investment Partners’s Thomson Reuters TRI Stock Holding History

3Chopt Investment Partners’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
2023
Q1 		– Sell
-154
Closed -$18.5K – 243
2022
Q4 		$18.5K Buy
+154
New +$17.7K 0.01% 245

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Mackenzie Financial
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JFL
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

3Chopt Investment Partners's TRI Position: Q1 2023 in Review

3Chopt Investment Partners sold out of Thomson Reuters (TRI) in Q1 2023, closing a stake of 154 shares — an estimated $18.5K sold.

3Chopt Investment Partners first reported a position in TRI in Q4 2022 and held it in 1 quarter. The position peaked at $18.5K in Q4 2022. 410 funds tracked by Wall St. Rank hold TRI as of Q1 2023.

  • 3Chopt Investment Partners reported no remaining Thomson Reuters position as of Q1 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 154 Thomson Reuters shares in Q1 2023, an estimated $18.5K.
  • 3Chopt Investment Partners first reported a position in Thomson Reuters in Q4 2022 and held it in 1 quarter.
  • 3Chopt Investment Partners's Thomson Reuters position peaked at $18.5K in Q4 2022.
  • 410 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.