Advocacy Wealth Management Services’s Thomson Reuters TRI Stock Holding History

Advocacy Wealth Management Services’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	–	Sell	-13	Closed	-$2K	–	202
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	157
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	154
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	149
2021 Q2	$1K	Buy	+13	New	+$1.3K	﹤0.01%	186
2016 Q3	–	Sell	-431	Closed	-$20K	–	390
2016 Q2	$20K	Sell	431 -257	-37%	-$12.2K	0.01%	240
2016 Q1	$32K	Buy	+688	New	+$29.6K	0.02%	228

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Advocacy Wealth Management Services's TRI Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Thomson Reuters (TRI) in Q2 2022, closing a stake of 13 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in TRI in Q1 2016 and held it in 6 quarters. The position peaked at $32K in Q1 2016. 387 funds tracked by Wall St. Rank hold TRI as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Thomson Reuters position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 13 Thomson Reuters shares in Q2 2022, an estimated $2K.
Advocacy Wealth Management Services first reported a position in Thomson Reuters in Q1 2016 and held it in 6 quarters.
Advocacy Wealth Management Services's Thomson Reuters position peaked at $32K in Q1 2016.
387 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.