Avondale Wealth Management’s Thomson Reuters TRI Stock Holding History

Avondale 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
2021 Q4	–	Sell	-196	Closed	-$23K	–	117
2021 Q3	$23K	Hold	196	–	–	0.02%	91
2021 Q2	$21K	Hold	196	–	–	0.02%	90
2021 Q1	$18K	Hold	196	–	–	0.02%	88
2020 Q4	$17K	Hold	196	–	–	0.02%	89
2020 Q3	$17K	Hold	196	–	–	0.03%	78
2020 Q2	$14K	Hold	196	–	–	0.02%	77
2020 Q1	$14K	Hold	196	–	–	0.02%	80
2019 Q4	$15K	Hold	196	–	–	0.02%	81
2019 Q3	$14K	Hold	196	–	–	0.02%	84
2019 Q2	$13K	Hold	196	–	–	0.01%	92
2019 Q1	$12K	Hold	196	–	–	0.01%	96
2018 Q4	$10K	Sell	196 -1	-0.5%	-$54	0.01%	98
2018 Q3	$10K	Hold	197	–	–	0.01%	87
2018 Q2	$9K	Hold	197	–	–	0.01%	86
2018 Q1	$8K	Hold	197	–	–	0.01%	92
2017 Q4	$10K	Buy	+197	New	+$10.3K	0.01%	98

Other funds holding TRI

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Avondale Wealth Management's TRI Position: Q4 2021 in Review

Avondale Wealth Management sold out of Thomson Reuters (TRI) in Q4 2021, closing a stake of 196 shares — an estimated $23K sold.

Avondale Wealth Management first reported a position in TRI in Q4 2017 and held it in 16 quarters. The position peaked at $23K in Q3 2021. 398 funds tracked by Wall St. Rank hold TRI as of Q4 2021.

Avondale Wealth Management reported no remaining Thomson Reuters position as of Q4 2021 after selling out during the quarter.
Avondale Wealth Management sold 196 Thomson Reuters shares in Q4 2021, an estimated $23K.
Avondale Wealth Management first reported a position in Thomson Reuters in Q4 2017 and held it in 16 quarters.
Avondale Wealth Management's Thomson Reuters position peaked at $23K in Q3 2021.
398 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2021.

Based on Avondale Wealth Management's 13F filing for Q4 2021, filed 11 Jan 2022.