BDO Wealth Advisors’s Thomson Reuters TRI Stock Holding History

BDO Wealth Advisors’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 Q1	–	Sell	-379	Closed	-$45.5K	–	1092
2022 Q4	$45.5K	Hold	379	–	–	0.01%	426
2022 Q3	$41K	Hold	379	–	–	0.01%	440
2022 Q2	$42K	Hold	379	–	–	0.01%	438
2022 Q1	$43K	Hold	379	–	–	﹤0.01%	462
2021 Q4	$48K	Hold	379	–	–	0.01%	454
2021 Q3	$44K	Hold	379	–	–	﹤0.01%	465
2021 Q2	$40K	Hold	379	–	–	﹤0.01%	495
2021 Q1	$35K	Buy	+379	New	+$33.7K	﹤0.01%	509

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

BDO Wealth Advisors's TRI Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Thomson Reuters (TRI) in Q1 2023, closing a stake of 379 shares — an estimated $45.5K sold.

BDO Wealth Advisors first reported a position in TRI in Q1 2021 and held it in 8 quarters. The position peaked at $48K in Q4 2021. 410 funds tracked by Wall St. Rank hold TRI as of Q1 2023.

BDO Wealth Advisors reported no remaining Thomson Reuters position as of Q1 2023 after selling out during the quarter.
BDO Wealth Advisors sold 379 Thomson Reuters shares in Q1 2023, an estimated $45.5K.
BDO Wealth Advisors first reported a position in Thomson Reuters in Q1 2021 and held it in 8 quarters.
BDO Wealth Advisors's Thomson Reuters position peaked at $48K in Q4 2021.
410 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.