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Berman Capital Advisors’s Thomson Reuters TRI Stock Holding History

Berman Capital 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
2021
Q3 		$6K Buy
55
+18
+49% +$2.1K ﹤0.01% 1393
2021
Q2 		$3K Buy
37
+7
+23% +$702 ﹤0.01% 1523
2021
Q1 		$2K Buy
+30
New +$2.67K ﹤0.01% 1553
2020
Q2 		– Sell
-19
Closed -$1K – 1818
2020
Q1 		$1K Buy
19
+12
+171% +$935 ﹤0.01% 1373
2019
Q4 		$0 Buy
+7
New +$510 ﹤0.01% 1548

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Berman Capital Advisors's TRI Position: Q3 2021 in Review

Berman Capital Advisors increased its Thomson Reuters (TRI) stake by 49% in Q3 2021, buying an estimated $2.1K and bringing the position to 55 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Berman Capital Advisors first reported a position in TRI in Q4 2019 and has held it in 5 quarters since. 387 funds tracked by Wall St. Rank hold TRI as of Q3 2021.

  • Berman Capital Advisors held 55 shares of Thomson Reuters worth $6K as of Q3 2021.
  • Berman Capital Advisors bought 18 Thomson Reuters shares in Q3 2021, an estimated $2.1K.
  • Thomson Reuters made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1393 holding.
  • Berman Capital Advisors first reported a position in Thomson Reuters in Q4 2019 and has held it in 5 quarters since.
  • 387 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.