Advisor Partners’s Thomson Reuters TRI Stock Holding History

Advisor 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
2022 Q2	$707K	Buy	6,440 +329	+5%	+$34.9K	0.05%	385
2022 Q1	$701K	Sell	6,111 -1,078	-15%	-$120K	0.04%	411
2021 Q4	$907K	Sell	7,189 -62	-0.9%	-$7.72K	0.05%	332
2021 Q3	$844K	Sell	7,251 -52	-0.7%	-$6.06K	0.06%	324
2021 Q2	$764K	Sell	7,303 -15	-0.2%	-$1.5K	0.05%	371
2021 Q1	$675K	Buy	7,318 +409	+6%	+$36.4K	0.05%	391
2020 Q4	$596K	Buy	6,909 +630	+10%	+$54K	0.04%	398
2020 Q3	$528K	Buy	6,279 +311	+5%	+$24.2K	0.05%	376
2020 Q2	$427K	Buy	5,968 +683	+13%	+$49.4K	0.04%	405
2020 Q1	$377K	Buy	5,285 +890	+20%	+$69.3K	0.05%	377
2019 Q4	$358K	Sell	4,395 -30	-0.7%	-$2.19K	0.04%	431
2019 Q3	$312K	Buy	4,425 +255	+6%	+$18.1K	0.04%	458
2019 Q2	$283K	Sell	4,170 -157	-4%	-$10.4K	0.03%	478
2019 Q1	$270K	Buy	4,327 +190	+5%	+$10.6K	0.03%	481
2018 Q4	$211K	Buy	+4,137	New	+$222K	0.03%	531

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Advisor Partners's TRI Position: Q2 2022 in Review

Advisor Partners increased its Thomson Reuters (TRI) stake by 5.4% in Q2 2022, buying an estimated $34.9K and bringing the position to 6,440 shares worth $707K. The position accounts for 0.05% of the portfolio, ranked #385.

Advisor Partners first reported a position in TRI in Q4 2018 and has held it in 15 quarters since. The position peaked at $907K in Q4 2021. 388 funds tracked by Wall St. Rank hold TRI as of Q2 2022.

Advisor Partners held 6,440 shares of Thomson Reuters worth $707K as of Q2 2022.
Advisor Partners bought 329 Thomson Reuters shares in Q2 2022, an estimated $34.9K.
Thomson Reuters made up 0.05% of Advisor Partners's portfolio in Q2 2022, its #385 holding.
Advisor Partners first reported a position in Thomson Reuters in Q4 2018 and has held it in 15 quarters since.
Advisor Partners's Thomson Reuters position peaked at $907K in Q4 2021.
388 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.