American Portfolios Advisors’s Thomson Reuters TRI Stock Holding History

American Portfolios Advisors’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	$287K	Sell	2,653 -91	-3%	-$10.5K	0.01%	868
2022 Q2	$301K	Sell	2,744 -734	-21%	-$77.8K	0.01%	875
2022 Q1	$399K	Buy	3,478 +452	+15%	+$50.5K	0.01%	845
2021 Q4	$381K	Buy	3,026 +347	+13%	+$43.2K	0.01%	867
2021 Q3	$312K	Buy	2,679 +211	+9%	+$24.6K	0.01%	917
2021 Q2	$258K	Buy	2,468 +806	+48%	+$80.8K	0.01%	996
2021 Q1	$153K	Buy	1,662 +24	+1%	+$2.13K	0.01%	1148
2020 Q4	$141K	Buy	1,638 +703	+75%	+$60.2K	0.01%	1019
2020 Q3	$78.6K	Buy	935 +352	+60%	+$27.4K	﹤0.01%	1159
2020 Q2	$41.7K	Sell	583 -553	-49%	-$40K	﹤0.01%	1350
2020 Q1	$81.2K	Buy	1,136 +344	+43%	+$26.8K	0.01%	961
2019 Q4	$59.8K	Buy	792 +281	+55%	+$20.5K	﹤0.01%	1276
2019 Q3	$36K	Sell	511 -795	-61%	-$56.5K	﹤0.01%	1419
2019 Q2	$88.7K	Buy	1,306 +896	+219%	+$59.3K	0.01%	1034
2019 Q1	$25.6K	Buy	410 +175	+74%	+$9.77K	﹤0.01%	1481
2018 Q4	$12K	Buy	+235	New	+$12.6K	﹤0.01%	1556

Other funds holding TRI

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 Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

American Portfolios Advisors's TRI Position: Q3 2022 in Review

American Portfolios Advisors reduced its Thomson Reuters (TRI) stake by 3.3% in Q3 2022, selling an estimated $10.5K and leaving 2,653 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #868.

American Portfolios Advisors first reported a position in TRI in Q4 2018 and has held it in 16 quarters since. The position peaked at $399K in Q1 2022. 380 funds tracked by Wall St. Rank hold TRI as of Q3 2022.

American Portfolios Advisors held 2,653 shares of Thomson Reuters worth $287K as of Q3 2022.
American Portfolios Advisors sold 91 Thomson Reuters shares in Q3 2022, an estimated $10.5K.
Thomson Reuters made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #868 holding.
American Portfolios Advisors first reported a position in Thomson Reuters in Q4 2018 and has held it in 16 quarters since.
American Portfolios Advisors's Thomson Reuters position peaked at $399K in Q1 2022.
380 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.