Benjamin F. Edwards & Company’s Thomson Reuters TRI Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$342K	Sell	1,996 -64	-3%	-$10.6K	0.01%	782
2024 Q1	$326K	Sell	2,060 -36	-2%	-$5.6K	0.01%	765
2023 Q4	$313K	Buy	+2,096	New	+$283K	0.01%	741
2020 Q2	–	Sell	-239	Closed	-$17K	–	1798
2020 Q1	$17K	Sell	239 -167	-41%	-$13K	﹤0.01%	1130
2019 Q4	$31K	Hold	406	–	–	﹤0.01%	1096
2019 Q3	$29K	Hold	406	–	–	﹤0.01%	1084
2019 Q2	$28K	Hold	406	–	–	﹤0.01%	1088
2019 Q1	$25K	Hold	406	–	–	﹤0.01%	1077
2018 Q4	$21K	Sell	406 -2	-0.5%	-$107	﹤0.01%	1084
2018 Q3	$22K	Hold	408	–	–	﹤0.01%	1089
2018 Q2	$19K	Hold	408	–	–	﹤0.01%	1114
2018 Q1	$18K	Hold	408	–	–	﹤0.01%	1103
2017 Q4	$21K	Hold	408	–	–	﹤0.01%	1015
2017 Q3	$22K	Sell	408 -262	-39%	-$14K	﹤0.01%	960
2017 Q2	$36K	Sell	670 -149	-18%	-$7.64K	﹤0.01%	793
2017 Q1	$41K	Buy	819 +56	+7%	+$2.86K	0.01%	716
2016 Q4	$39K	Buy	+763	New	+$37.2K	0.01%	664
2016 Q3	–	Sell	-191	Closed	-$9K	–	1152
2016 Q2	$9K	Buy	+191	New	+$9.1K	﹤0.01%	829

Other funds holding TRI

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

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

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

JFL

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Benjamin F. Edwards & Company's TRI Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Thomson Reuters (TRI) stake by 3.1% in Q2 2024, selling an estimated $10.6K and leaving 1,996 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #782.

Benjamin F. Edwards & Company first reported a position in TRI in Q2 2016 and has held it in 18 quarters since. 492 funds tracked by Wall St. Rank hold TRI as of Q2 2024.

Benjamin F. Edwards & Company held 1,996 shares of Thomson Reuters worth $342K as of Q2 2024.
Benjamin F. Edwards & Company sold 64 Thomson Reuters shares in Q2 2024, an estimated $10.6K.
Thomson Reuters made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #782 holding.
Benjamin F. Edwards & Company first reported a position in Thomson Reuters in Q2 2016 and has held it in 18 quarters since.
492 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.