Avitas Wealth Management’s Thomson Reuters TRI Stock Holding History

Avitas 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
2024 Q4	$3.41M	Buy	20,954 +143	+0.7%	+$24.1K	0.47%	52
2024 Q3	$3.61M	Buy	20,811 +321	+2%	+$54.2K	0.51%	52
2024 Q2	$3.51M	Buy	20,490 +78	+0.4%	+$12.9K	0.51%	53
2024 Q1	$3.23M	Buy	20,412 +279	+1%	+$43.4K	0.49%	54
2023 Q4	$2.99M	Buy	20,133 +680	+3%	+$91.8K	0.5%	51
2023 Q3	$2.42M	Sell	19,453 -21	-0.1%	-$2.77K	0.46%	58
2023 Q2	$2.67M	Buy	19,474 +894	+5%	+$120K	0.48%	55
2023 Q1	$2.55M	Sell	18,580 -84	-0.5%	-$10.7K	0.5%	57
2022 Q4	$2.24M	Sell	18,664 -56	-0.3%	-$6.45K	0.47%	64
2022 Q3	$2.02M	Buy	18,720 +229	+1%	+$26.5K	0.46%	62
2022 Q2	$2.03M	Sell	18,491 -4,548	-20%	-$482K	0.44%	68
2022 Q1	$2.64M	Buy	23,039 +4,968	+27%	+$555K	0.48%	66
2021 Q4	$2.28M	Buy	+18,071	New	+$2.25M	0.38%	91

Other funds holding TRI

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

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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 $29.2B AUM 20.16% 1-Year Est. Return

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

Avitas Wealth Management's TRI Position: Q4 2024 in Review

Avitas Wealth Management increased its Thomson Reuters (TRI) stake by 0.69% in Q4 2024, buying an estimated $24.1K and bringing the position to 20,954 shares worth $3.41M. The position accounts for 0.47% of the portfolio, ranked #52.

Avitas Wealth Management first reported a position in TRI in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.61M in Q3 2024. 484 funds tracked by Wall St. Rank hold TRI as of Q4 2024.

Avitas Wealth Management held 20,954 shares of Thomson Reuters worth $3.41M as of Q4 2024.
Avitas Wealth Management bought 143 Thomson Reuters shares in Q4 2024, an estimated $24.1K.
Thomson Reuters made up 0.47% of Avitas Wealth Management's portfolio in Q4 2024, its #52 holding.
Avitas Wealth Management first reported a position in Thomson Reuters in Q4 2021 and has held it in 13 quarters since.
Avitas Wealth Management's Thomson Reuters position peaked at $3.61M in Q3 2024.
484 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.