Certified Advisory Corp’s Thomson Reuters TRI Stock Holding History

Certified Advisory Corp’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 Q4	–	Sell	-15	Closed	-$2K	–	254
2021 Q3	$2K	Buy	+15	New	+$1.75K	﹤0.01%	236
2021 Q2	–	Sell	-29	Closed	-$3K	–	688
2021 Q1	$3K	Buy	+29	New	+$2.58K	﹤0.01%	720
2020 Q2	$2K	Hold	29	–	–	﹤0.01%	713
2020 Q1	$2K	Hold	29	–	–	﹤0.01%	716
2019 Q4	$2K	Hold	29	–	–	﹤0.01%	747
2019 Q3	$2K	Hold	29	–	–	﹤0.01%	750
2019 Q2	$2K	Hold	29	–	–	﹤0.01%	758
2019 Q1	$2K	Hold	29	–	–	﹤0.01%	699
2018 Q4	$1K	Buy	29 +2	+7%	+$107	﹤0.01%	718
2018 Q3	$1K	Sell	27 -2	-7%	-$100	﹤0.01%	753
2018 Q2	$1K	Hold	29	–	–	﹤0.01%	744
2018 Q1	$1K	Hold	29	–	–	﹤0.01%	713
2017 Q4	$1K	Buy	+29	New	+$1.52K	﹤0.01%	673

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Certified Advisory Corp's TRI Position: Q4 2021 in Review

Certified Advisory Corp sold out of Thomson Reuters (TRI) in Q4 2021, closing a stake of 15 shares — an estimated $2K sold.

Certified Advisory Corp first reported a position in TRI in Q4 2017 and held it in 13 quarters. The position peaked at $3K in Q1 2021. 398 funds tracked by Wall St. Rank hold TRI as of Q4 2021.

Certified Advisory Corp reported no remaining Thomson Reuters position as of Q4 2021 after selling out during the quarter.
Certified Advisory Corp sold 15 Thomson Reuters shares in Q4 2021, an estimated $2K.
Certified Advisory Corp first reported a position in Thomson Reuters in Q4 2017 and held it in 13 quarters.
Certified Advisory Corp's Thomson Reuters position peaked at $3K in Q1 2021.
398 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2021.

Based on Certified Advisory Corp's 13F filing for Q4 2021, filed 14 Feb 2022.