AWM
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Accurate Wealth Management’s Thomson Reuters TRI Stock Holding History

Accurate 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
2023
Q1 		– Sell
-148
Closed -$18.1K – 1352
2022
Q4 		$18.1K Buy
+148
New +$17.1K 0.01% 711

Other funds holding TRI

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
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

Accurate Wealth Management's TRI Position: Q1 2023 in Review

Accurate Wealth Management sold out of Thomson Reuters (TRI) in Q1 2023, closing a stake of 148 shares — an estimated $18.1K sold.

Accurate Wealth Management first reported a position in TRI in Q4 2022 and held it in 1 quarter. The position peaked at $18.1K in Q4 2022. 410 funds tracked by Wall St. Rank hold TRI as of Q1 2023.

  • Accurate Wealth Management reported no remaining Thomson Reuters position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 148 Thomson Reuters shares in Q1 2023, an estimated $18.1K.
  • Accurate Wealth Management first reported a position in Thomson Reuters in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Thomson Reuters position peaked at $18.1K in Q4 2022.
  • 410 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.