BerganKDV Wealth Management’s Thomson Reuters TRI Stock Holding History

BerganKDV 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
2020 Q2	–	Sell	-87	Closed	-$6K	–	1094
2020 Q1	$6K	Hold	87	–	–	﹤0.01%	567
2019 Q4	$7K	Hold	87	–	–	﹤0.01%	577
2019 Q3	$6K	Hold	87	–	–	﹤0.01%	547
2019 Q2	$6K	Hold	87	–	–	﹤0.01%	575
2019 Q1	$5K	Hold	87	–	–	﹤0.01%	595
2018 Q4	$4K	Buy	+87	New	+$4.66K	﹤0.01%	574

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BerganKDV Wealth Management's TRI Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Thomson Reuters (TRI) in Q2 2020, closing a stake of 87 shares — an estimated $6K sold.

BerganKDV Wealth Management first reported a position in TRI in Q4 2018 and held it in 6 quarters. The position peaked at $7K in Q4 2019. 325 funds tracked by Wall St. Rank hold TRI as of Q2 2020.

BerganKDV Wealth Management reported no remaining Thomson Reuters position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 87 Thomson Reuters shares in Q2 2020, an estimated $6K.
BerganKDV Wealth Management first reported a position in Thomson Reuters in Q4 2018 and held it in 6 quarters.
BerganKDV Wealth Management's Thomson Reuters position peaked at $7K in Q4 2019.
325 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.