Bartlett & Co Wealth Management’s Thomson Reuters TRI Stock Holding History

Bartlett & Co 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
2025 Q2	–	Sell	-17	Closed	-$2.94K	–	1330
2025 Q1	$2.94K	Buy	+17	New	+$2.94K	﹤0.01%	1040
2024 Q1	–	Sell	-79	Closed	-$11.6K	–	1211
2023 Q4	$11.6K	Buy	+79	New	+$10.7K	﹤0.01%	975
2021 Q1	–	Sell	-17	Closed	-$1.47K	–	1194
2020 Q4	$1.47K	Buy	+17	New	+$1.46K	﹤0.01%	970
2020 Q2	–	Sell	-27	Closed	-$1.9K	–	889
2020 Q1	$1.9K	Buy	+27	New	+$2.1K	﹤0.01%	783

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

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

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

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

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

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

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

SFC

SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return

Bartlett & Co Wealth Management's TRI Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Thomson Reuters (TRI) in Q2 2025, closing a stake of 17 shares — an estimated $2.94K sold.

Bartlett & Co Wealth Management first reported a position in TRI in Q1 2020 and held it in 4 quarters. The position peaked at $11.6K in Q4 2023. 534 funds tracked by Wall St. Rank hold TRI as of Q2 2025.

Bartlett & Co Wealth Management reported no remaining Thomson Reuters position as of Q2 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 17 Thomson Reuters shares in Q2 2025, an estimated $2.94K.
Bartlett & Co Wealth Management first reported a position in Thomson Reuters in Q1 2020 and held it in 4 quarters.
Bartlett & Co Wealth Management's Thomson Reuters position peaked at $11.6K in Q4 2023.
534 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.