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Cherry Tree Wealth Management’s Thomson Reuters TRI Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-5
Closed -$864 – 747
2025
Q1 		$864 Hold
5
– – ﹤0.01% 691
2024
Q4 		$802 Buy
+5
New +$842 ﹤0.01% 590

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
SFC
SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return

Cherry Tree Wealth Management's TRI Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Thomson Reuters (TRI) in Q2 2025, closing a stake of 5 shares — an estimated $864 sold.

Cherry Tree Wealth Management first reported a position in TRI in Q4 2024 and held it in 2 quarters. The position peaked at $864 in Q1 2025. 534 funds tracked by Wall St. Rank hold TRI as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Thomson Reuters position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 5 Thomson Reuters shares in Q2 2025, an estimated $864.
  • Cherry Tree Wealth Management first reported a position in Thomson Reuters in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Thomson Reuters position peaked at $864 in Q1 2025.
  • 534 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.