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Clear Creek Financial Management’s Thomson Reuters TRI Stock Holding History

Clear Creek Financial 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
2021
Q4 		– Sell
-34,505
Closed -$4.02M – 387
2021
Q3 		$4.02M Buy
34,505
+3,597
+12% +$419K 0.65% 42
2021
Q2 		$3.23M Buy
+30,908
New +$3.1M 0.5% 57

Other funds holding TRI

Royal Bank of Canada
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Clear Creek Financial Management's TRI Position: Q4 2021 in Review

Clear Creek Financial Management sold out of Thomson Reuters (TRI) in Q4 2021, closing a stake of 34,505 shares — an estimated $4.02M sold.

Clear Creek Financial Management first reported a position in TRI in Q2 2021 and held it in 2 quarters. The position peaked at $4.02M in Q3 2021. 398 funds tracked by Wall St. Rank hold TRI as of Q4 2021.

  • Clear Creek Financial Management reported no remaining Thomson Reuters position as of Q4 2021 after selling out during the quarter.
  • Clear Creek Financial Management sold 34,505 Thomson Reuters shares in Q4 2021, an estimated $4.02M.
  • Clear Creek Financial Management first reported a position in Thomson Reuters in Q2 2021 and held it in 2 quarters.
  • Clear Creek Financial Management's Thomson Reuters position peaked at $4.02M in Q3 2021.
  • 398 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2021.

Based on Clear Creek Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.