Cornerstone Wealth Management’s Thomson Reuters TRI Stock Holding History

Cornerstone 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
2022 Q3	$244K	Buy	2,259 +3	+0.1%	+$348	0.03%	384
2022 Q2	$248K	Buy	2,256 +3	+0.1%	+$318	0.03%	386
2022 Q1	$258K	Sell	2,253 -79	-3%	-$8.82K	0.03%	398
2021 Q4	$293K	Buy	2,332 +2	+0.1%	+$249	0.03%	394
2021 Q3	$271K	Buy	2,330 +3	+0.1%	+$350	0.03%	373
2021 Q2	$244K	Sell	2,327 -27	-1%	-$2.71K	0.03%	411
2021 Q1	$217K	Buy	2,354 +34	+1%	+$3.02K	0.03%	418
2020 Q4	$200K	Buy	+2,320	New	+$199K	0.03%	398

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Cornerstone Wealth Management's TRI Position: Q3 2022 in Review

Cornerstone Wealth Management increased its Thomson Reuters (TRI) stake by 0.13% in Q3 2022, buying an estimated $348 and bringing the position to 2,259 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #384.

Cornerstone Wealth Management first reported a position in TRI in Q4 2020 and has held it in 8 quarters since. The position peaked at $293K in Q4 2021. 378 funds tracked by Wall St. Rank hold TRI as of Q3 2022.

Cornerstone Wealth Management held 2,259 shares of Thomson Reuters worth $244K as of Q3 2022.
Cornerstone Wealth Management bought 3 Thomson Reuters shares in Q3 2022, an estimated $348.
Thomson Reuters made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2022, its #384 holding.
Cornerstone Wealth Management first reported a position in Thomson Reuters in Q4 2020 and has held it in 8 quarters since.
Cornerstone Wealth Management's Thomson Reuters position peaked at $293K in Q4 2021.
378 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2022.

Based on Cornerstone Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.