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Baystate Wealth Management’s Thomson Reuters TRI Stock Holding History

Baystate 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
2023
Q3 		– Sell
-18
Closed -$2.48K – 1101
2023
Q2 		$2.48K Hold
18
– – ﹤0.01% 813
2023
Q1 		$2.47K Buy
18
+8
+80% +$1.02K ﹤0.01% 799
2022
Q4 		$1K Buy
+10
New +$1.15K ﹤0.01% 915

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Baystate Wealth Management's TRI Position: Q3 2023 in Review

Baystate Wealth Management sold out of Thomson Reuters (TRI) in Q3 2023, closing a stake of 18 shares — an estimated $2.48K sold.

Baystate Wealth Management first reported a position in TRI in Q4 2022 and held it in 3 quarters. The position peaked at $2.48K in Q2 2023. 400 funds tracked by Wall St. Rank hold TRI as of Q3 2023.

  • Baystate Wealth Management reported no remaining Thomson Reuters position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 18 Thomson Reuters shares in Q3 2023, an estimated $2.48K.
  • Baystate Wealth Management first reported a position in Thomson Reuters in Q4 2022 and held it in 3 quarters.
  • Baystate Wealth Management's Thomson Reuters position peaked at $2.48K in Q2 2023.
  • 400 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.