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Capital Performance Advisors’s Thomson Reuters TRI Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-18
Closed -$3.07K – 2478
2024
Q3 		$3.07K Buy
+18
New +$3.04K ﹤0.01% 1347

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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

Capital Performance Advisors's TRI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Thomson Reuters (TRI) in Q4 2024, closing a stake of 18 shares — an estimated $3.07K sold.

Capital Performance Advisors first reported a position in TRI in Q3 2024 and held it in 1 quarter. The position peaked at $3.07K in Q3 2024. 484 funds tracked by Wall St. Rank hold TRI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Thomson Reuters position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 18 Thomson Reuters shares in Q4 2024, an estimated $3.07K.
  • Capital Performance Advisors first reported a position in Thomson Reuters in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Thomson Reuters position peaked at $3.07K in Q3 2024.
  • 484 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.