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Belpointe Asset Management’s Thomson Reuters TRI Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-185
Closed -$25.4K – 3151
2023
Q1 		$25.4K Buy
185
+106
+134% +$13.5K ﹤0.01% 2166
2022
Q4 		$9.42K Buy
+79
New +$9.1K ﹤0.01% 2648

Other funds holding TRI

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

Belpointe Asset Management's TRI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Thomson Reuters (TRI) in Q2 2023, closing a stake of 185 shares — an estimated $25.4K sold.

Belpointe Asset Management first reported a position in TRI in Q4 2022 and held it in 2 quarters. The position peaked at $25.4K in Q1 2023. 391 funds tracked by Wall St. Rank hold TRI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Thomson Reuters position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 185 Thomson Reuters shares in Q2 2023, an estimated $25.4K.
  • Belpointe Asset Management first reported a position in Thomson Reuters in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Thomson Reuters position peaked at $25.4K in Q1 2023.
  • 391 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.