Cetera Advisors’s Thomson Reuters TRI Stock Holding History

Cetera 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 Q1	$494K	Buy	3,123 +336	+12%	+$52.3K	﹤0.01%	1608
2023 Q4	$416K	Buy	2,787 +11	+0.4%	+$1.49K	0.01%	1232
2023 Q3	$347K	Hold	2,776	–	–	0.01%	1249
2023 Q2	$382K	Sell	2,776 -504	-15%	-$67.6K	0.01%	1181
2023 Q1	$450K	Buy	+3,280	New	+$418K	0.01%	1071
2020 Q1	–	Sell	-5,210	Closed	-$391K	–	952
2019 Q4	$391K	Sell	5,210 -284	-5%	-$20.7K	0.02%	629
2019 Q3	$386K	Buy	5,494 +25	+0.5%	+$1.77K	0.02%	617
2019 Q2	$373K	Hold	5,469	–	–	0.02%	638
2019 Q1	$342K	Sell	5,469 -429	-7%	-$24K	0.02%	603
2018 Q4	$302K	Buy	5,898 +850	+17%	+$45.6K	0.02%	626
2018 Q3	$266K	Buy	+5,048	New	+$253K	0.01%	770

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Cetera Advisors's TRI Position: Q1 2024 in Review

Cetera Advisors increased its Thomson Reuters (TRI) stake by 12% in Q1 2024, buying an estimated $52.3K and bringing the position to 3,123 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Cetera Advisors first reported a position in TRI in Q3 2018 and has held it in 11 quarters since. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2024.

Cetera Advisors held 3,123 shares of Thomson Reuters worth $494K as of Q1 2024.
Cetera Advisors bought 336 Thomson Reuters shares in Q1 2024, an estimated $52.3K.
Thomson Reuters made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1608 holding.
Cetera Advisors first reported a position in Thomson Reuters in Q3 2018 and has held it in 11 quarters since.
467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.