Annapolis Financial Services’s Thomson Reuters TRI Stock Holding History

Annapolis Financial 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
2024 Q1	–	Sell	-160	Closed	-$23.8K	–	459
2023 Q4	$23.8K	Hold	160	–	–	0.01%	267
2023 Q3	$19.9K	Hold	160	–	–	0.01%	267
2023 Q2	$22K	Sell	160 -1	-0.6%	-$134	0.01%	257
2023 Q1	$22.1K	Hold	161	–	–	0.01%	238
2022 Q4	$19.4K	Hold	161	–	–	0.01%	250
2022 Q3	$17K	Hold	161	–	–	0.01%	280
2022 Q2	$18K	Hold	161	–	–	0.01%	254
2022 Q1	$19K	Hold	161	–	–	0.01%	260
2021 Q4	$20K	Hold	161	–	–	0.01%	263
2021 Q3	$19K	Hold	161	–	–	0.01%	243
2021 Q2	$17K	Hold	161	–	–	0.01%	235
2021 Q1	$15K	Hold	161	–	–	0.01%	232
2020 Q4	$14K	Buy	+161	New	+$13.8K	0.01%	224

Other funds holding TRI

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

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

Annapolis Financial Services's TRI Position: Q1 2024 in Review

Annapolis Financial Services sold out of Thomson Reuters (TRI) in Q1 2024, closing a stake of 160 shares — an estimated $23.8K sold.

Annapolis Financial Services first reported a position in TRI in Q4 2020 and held it in 13 quarters. The position peaked at $23.8K in Q4 2023. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2024.

Annapolis Financial Services reported no remaining Thomson Reuters position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 160 Thomson Reuters shares in Q1 2024, an estimated $23.8K.
Annapolis Financial Services first reported a position in Thomson Reuters in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's Thomson Reuters position peaked at $23.8K in Q4 2023.
467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.