Avantax Advisory Services’s Thomson Reuters TRI Stock Holding History

Avantax Advisory 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
2025 Q2	$946K	Buy	4,632 +80	+2%	+$15.2K	0.01%	1203
2025 Q1	$799K	Sell	4,552 -672	-13%	-$116K	﹤0.01%	1205
2024 Q4	$851K	Buy	5,224 +226	+5%	+$38.1K	0.01%	1118
2024 Q3	$866K	Sell	4,998 -2,993	-37%	-$505K	0.01%	1106
2024 Q2	$1.37M	Buy	7,991 +6,178	+341%	+$1.02M	0.01%	817
2024 Q1	$287K	Buy	1,813 +171	+10%	+$26.6K	﹤0.01%	1321
2023 Q4	$244K	Buy	+1,642	New	+$222K	﹤0.01%	1351

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TFHU

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

SFC

SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return

Avantax Advisory Services's TRI Position: Q2 2025 in Review

Avantax Advisory Services increased its Thomson Reuters (TRI) stake by 1.8% in Q2 2025, buying an estimated $15.2K and bringing the position to 4,632 shares worth $946K. The position accounts for 0.01% of the portfolio, ranked #1203.

Avantax Advisory Services first reported a position in TRI in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.37M in Q2 2024. 534 funds tracked by Wall St. Rank hold TRI as of Q2 2025.

Avantax Advisory Services held 4,632 shares of Thomson Reuters worth $946K as of Q2 2025.
Avantax Advisory Services bought 80 Thomson Reuters shares in Q2 2025, an estimated $15.2K.
Thomson Reuters made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1203 holding.
Avantax Advisory Services first reported a position in Thomson Reuters in Q4 2023 and has held it in 7 quarters since.
Avantax Advisory Services's Thomson Reuters position peaked at $1.37M in Q2 2024.
534 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.