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Concourse Financial Group Securities’s Thomson Reuters TRI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-13
Closed -$2.14K – 1886
2024
Q4 		$2.14K Hold
13
– – ﹤0.01% 2006
2024
Q3 		$2.22K Hold
13
– – ﹤0.01% 1979
2024
Q2 		$2.19K Hold
13
– – ﹤0.01% 2025
2024
Q1 		$2.02K Sell
13
-1
-7% -$156 ﹤0.01% 2045
2023
Q4 		$2.06K Sell
14
-96
-87% -$13K ﹤0.01% 2013
2023
Q3 		$13.8K Sell
110
-1,223
-92% -$161K ﹤0.01% 1546
2023
Q2 		$184K Sell
1,333
-393
-23% -$52.7K 0.01% 668
2023
Q1 		$237K Buy
1,726
+1,633
+1,756% +$208K 0.02% 604
2022
Q4 		$11.2K Sell
93
-2,209
-96% -$255K ﹤0.01% 1621
2022
Q3 		$249K Buy
2,302
+2,082
+946% +$241K 0.02% 498
2022
Q2 		$24K Buy
220
+133
+153% +$14.1K ﹤0.01% 1397
2022
Q1 		$10K Buy
87
+72
+480% +$8.04K ﹤0.01% 1696
2021
Q4 		$2K Sell
15
-1,600
-99% -$199K ﹤0.01% 2227
2021
Q3 		$188K Sell
1,615
-1,089
-40% -$127K 0.01% 737
2021
Q2 		$283K Buy
2,704
+136
+5% +$13.6K 0.02% 614
2021
Q1 		$237K Buy
2,568
+249
+11% +$22.2K 0.02% 625
2020
Q4 		$200K Buy
2,319
+144
+7% +$12.3K 0.02% 636
2020
Q3 		$183K Buy
2,175
+152
+8% +$11.8K 0.02% 574
2020
Q2 		$145K Buy
2,023
+292
+17% +$21.1K 0.01% 607
2020
Q1 		$124K Buy
1,731
+735
+74% +$57.3K 0.01% 591
2019
Q4 		$75K Buy
996
+262
+36% +$19.1K 0.01% 800
2019
Q3 		$52K Buy
734
+260
+55% +$18.5K 0.01% 608
2019
Q2 		$32K Buy
474
+137
+41% +$9.07K ﹤0.01% 1041
2019
Q1 		$21K Buy
+337
New +$18.8K ﹤0.01% 1255
2018
Q4 		– Sell
-352
Closed -$18.9K – 2223
2018
Q3 		$19K Buy
+352
New +$17.6K 0.01% 872

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Concourse Financial Group Securities's TRI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Thomson Reuters (TRI) in Q1 2025, closing a stake of 13 shares — an estimated $2.14K sold.

Concourse Financial Group Securities first reported a position in TRI in Q3 2018 and held it in 25 quarters. The position peaked at $283K in Q2 2021. 498 funds tracked by Wall St. Rank hold TRI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Thomson Reuters position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 13 Thomson Reuters shares in Q1 2025, an estimated $2.14K.
  • Concourse Financial Group Securities first reported a position in Thomson Reuters in Q3 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Thomson Reuters position peaked at $283K in Q2 2021.
  • 498 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.