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CoreFirst Bank & Trust’s Thomson Reuters TRI Stock Holding History

CoreFirst Bank & Trust’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
-256
Closed -$30K – 441
2021
Q3 		$30K Sell
256
-57
-18% -$6.64K 0.02% 307
2021
Q2 		$33K Hold
313
– – 0.02% 302
2021
Q1 		$29K Hold
313
– – 0.02% 305
2020
Q4 		$27K Buy
+313
New +$26.8K 0.02% 277

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

CoreFirst Bank & Trust's TRI Position: Q4 2021 in Review

CoreFirst Bank & Trust sold out of Thomson Reuters (TRI) in Q4 2021, closing a stake of 256 shares — an estimated $30K sold.

CoreFirst Bank & Trust first reported a position in TRI in Q4 2020 and held it in 4 quarters. The position peaked at $33K in Q2 2021. 398 funds tracked by Wall St. Rank hold TRI as of Q4 2021.

  • CoreFirst Bank & Trust reported no remaining Thomson Reuters position as of Q4 2021 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 256 Thomson Reuters shares in Q4 2021, an estimated $30K.
  • CoreFirst Bank & Trust first reported a position in Thomson Reuters in Q4 2020 and held it in 4 quarters.
  • CoreFirst Bank & Trust's Thomson Reuters position peaked at $33K in Q2 2021.
  • 398 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2021.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2021, filed 10 Feb 2022.