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AE Wealth Management’s Thomson Reuters TRI Stock Holding History

AE 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
2022
Q3 		– Sell
-3,052
Closed -$335K – 1877
2022
Q2 		$335K Buy
+3,052
New +$323K ﹤0.01% 1395

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

AE Wealth Management's TRI Position: Q3 2022 in Review

AE Wealth Management sold out of Thomson Reuters (TRI) in Q3 2022, closing a stake of 3,052 shares — an estimated $335K sold.

AE Wealth Management first reported a position in TRI in Q2 2022 and held it in 1 quarter. The position peaked at $335K in Q2 2022. 380 funds tracked by Wall St. Rank hold TRI as of Q3 2022.

  • AE Wealth Management reported no remaining Thomson Reuters position as of Q3 2022 after selling out during the quarter.
  • AE Wealth Management sold 3,052 Thomson Reuters shares in Q3 2022, an estimated $335K.
  • AE Wealth Management first reported a position in Thomson Reuters in Q2 2022 and held it in 1 quarter.
  • AE Wealth Management's Thomson Reuters position peaked at $335K in Q2 2022.
  • 380 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.