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Calamos Wealth Management’s Thomson Reuters TRI Stock Holding History

Calamos 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
2022
Q4 		– Sell
-11,255
Closed -$1.22M – 334
2022
Q3 		$1.22M Buy
+11,255
New +$1.3M 0.1% 120

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Calamos Wealth Management's TRI Position: Q4 2022 in Review

Calamos Wealth Management sold out of Thomson Reuters (TRI) in Q4 2022, closing a stake of 11,255 shares — an estimated $1.22M sold.

Calamos Wealth Management first reported a position in TRI in Q3 2022 and held it in 1 quarter. The position peaked at $1.22M in Q3 2022. 397 funds tracked by Wall St. Rank hold TRI as of Q4 2022.

  • Calamos Wealth Management reported no remaining Thomson Reuters position as of Q4 2022 after selling out during the quarter.
  • Calamos Wealth Management sold 11,255 Thomson Reuters shares in Q4 2022, an estimated $1.22M.
  • Calamos Wealth Management first reported a position in Thomson Reuters in Q3 2022 and held it in 1 quarter.
  • Calamos Wealth Management's Thomson Reuters position peaked at $1.22M in Q3 2022.
  • 397 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2022.

Based on Calamos Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.