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Concord Wealth Partners’s Thomson Reuters TRI Stock Holding History

Concord Wealth 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
2021
Q3 		– Sell
-49
Closed -$5K – 1025
2021
Q2 		$5K Hold
49
– – ﹤0.01% 745
2021
Q1 		$5K Buy
+49
New +$4.36K ﹤0.01% 683

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 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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Concord Wealth Partners's TRI Position: Q3 2021 in Review

Concord Wealth Partners sold out of Thomson Reuters (TRI) in Q3 2021, closing a stake of 49 shares — an estimated $5K sold.

Concord Wealth Partners first reported a position in TRI in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 387 funds tracked by Wall St. Rank hold TRI as of Q3 2021.

  • Concord Wealth Partners reported no remaining Thomson Reuters position as of Q3 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 49 Thomson Reuters shares in Q3 2021, an estimated $5K.
  • Concord Wealth Partners first reported a position in Thomson Reuters in Q1 2021 and held it in 2 quarters.
  • Concord Wealth Partners's Thomson Reuters position peaked at $5K in Q2 2021.
  • 387 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2021.

Based on Concord Wealth Partners's 13F filing for Q3 2021, filed 9 Nov 2021.