Buckingham Strategic Wealth’s Thomson Reuters TRI Stock Holding History

Buckingham Strategic Wealth’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	$220K	Buy	+1,288	New	+$213K	﹤0.01%	680

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $83.3B AUM 31.19% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Buckingham Strategic Wealth's TRI Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Thomson Reuters (TRI) in Q2 2024: 1,288 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings.

492 funds tracked by Wall St. Rank hold TRI as of Q2 2024.

Buckingham Strategic Wealth held 1,288 shares of Thomson Reuters worth $220K as of Q2 2024.
Thomson Reuters was a new Buckingham Strategic Wealth position in Q2 2024.
Thomson Reuters made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #680 holding.
492 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.