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Advisor OS’s Thomson Reuters TRI Stock Holding History

Advisor OS’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
-1,907
Closed -$327K – 428
2024
Q2 		$327K Sell
1,907
-77
-4% -$12.8K 0.04% 291
2024
Q1 		$314K Buy
1,984
+43
+2% +$6.69K 0.04% 304
2023
Q4 		$288K Buy
1,941
+238
+14% +$32.1K 0.04% 267
2023
Q3 		$212K Buy
1,703
+84
+5% +$11.1K 0.03% 270
2023
Q2 		$222K Buy
1,619
+65
+4% +$8.72K 0.04% 274
2023
Q1 		$213K Buy
+1,554
New +$198K 0.05% 227

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
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

Advisor OS's TRI Position: Q3 2024 in Review

Advisor OS sold out of Thomson Reuters (TRI) in Q3 2024, closing a stake of 1,907 shares — an estimated $327K sold.

Advisor OS first reported a position in TRI in Q1 2023 and held it in 6 quarters. The position peaked at $327K in Q2 2024. 480 funds tracked by Wall St. Rank hold TRI as of Q3 2024.

  • Advisor OS reported no remaining Thomson Reuters position as of Q3 2024 after selling out during the quarter.
  • Advisor OS sold 1,907 Thomson Reuters shares in Q3 2024, an estimated $327K.
  • Advisor OS first reported a position in Thomson Reuters in Q1 2023 and held it in 6 quarters.
  • Advisor OS's Thomson Reuters position peaked at $327K in Q2 2024.
  • 480 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2024.

Based on Advisor OS's 13F filing for Q3 2024, filed 4 Nov 2024.