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Carmel Capital Partners’s Thomson Reuters TRI Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-20
Closed -$2.45K – 646
2023
Q3 		$2.45K Buy
20
+1
+5% +$132 ﹤0.01% 615
2023
Q2 		$2.56K Buy
19
+10
+111% +$1.34K ﹤0.01% 352
2023
Q1 		$1.3K Buy
+9
New +$1.15K ﹤0.01% 427

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Carmel Capital Partners's TRI Position: Q4 2023 in Review

Carmel Capital Partners sold out of Thomson Reuters (TRI) in Q4 2023, closing a stake of 20 shares — an estimated $2.45K sold.

Carmel Capital Partners first reported a position in TRI in Q1 2023 and held it in 3 quarters. The position peaked at $2.56K in Q2 2023. 439 funds tracked by Wall St. Rank hold TRI as of Q4 2023.

  • Carmel Capital Partners reported no remaining Thomson Reuters position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 20 Thomson Reuters shares in Q4 2023, an estimated $2.45K.
  • Carmel Capital Partners first reported a position in Thomson Reuters in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Thomson Reuters position peaked at $2.56K in Q2 2023.
  • 439 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.