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Credential Qtrade Securities’s Thomson Reuters TRI Stock Holding History

Credential Qtrade 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
2024
Q1 		$11.1M Sell
70,178
-9,133
-12% -$1.42M 0.6% 32
2023
Q4 		$11.8M Sell
79,311
-2,696
-3% -$364K 0.7% 32
2023
Q3 		$10.2M Sell
82,007
-3,035
-4% -$400K 0.68% 34
2023
Q2 		$11.7M Sell
85,042
-2,729
-3% -$366K 0.73% 34
2023
Q1 		$12M Sell
87,771
-2,535
-3% -$323K 0.8% 30
2022
Q4 		$10.9M Sell
90,306
-1,786
-2% -$206K 0.78% 31
2022
Q3 		$9.96M Buy
92,092
+3,548
+4% +$411K 0.77% 33
2022
Q2 		$9.73M Buy
88,544
+27,626
+45% +$2.93M 0.7% 34
2022
Q1 		$6.97M Buy
60,918
+26,321
+76% +$2.94M 0.44% 47
2021
Q4 		$4.36M Buy
34,597
+430
+1% +$53.5K 0.29% 57
2021
Q3 		$3.98M Buy
34,167
+183
+0.5% +$21.3K 0.31% 57
2021
Q2 		$3.56M Buy
33,984
+1,763
+5% +$177K 0.28% 59
2021
Q1 		$2.97M Buy
32,221
+1,136
+4% +$101K 0.27% 62
2020
Q4 		$2.68M Sell
31,085
-1,892
-6% -$162K 0.28% 61
2020
Q3 		$2.77M Sell
32,977
-1,282
-4% -$99.8K 0.32% 53
2020
Q2 		$2.45M Sell
34,259
-3,517
-9% -$254K 0.32% 49
2020
Q1 		$2.71M Sell
37,776
-5,017
-12% -$391K 0.44% 38
2019
Q4 		$3.23M Sell
42,793
-963
-2% -$70.1K 0.44% 38
2019
Q3 		$3.08M Sell
43,756
-977
-2% -$69.4K 0.48% 34
2019
Q2 		$3.04M Sell
44,733
-2,813
-6% -$186K 0.5% 33
2019
Q1 		$2.96M Sell
47,546
-1,970
-4% -$110K 0.55% 33
2018
Q4 		$2.51M Sell
49,516
-2,109
-4% -$113K 0.55% 35
2018
Q3 		$2.73M Buy
+51,625
New +$2.58M 0.55% 35

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Credential Qtrade Securities's TRI Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Thomson Reuters (TRI) stake by 12% in Q1 2024, selling an estimated $1.42M and leaving 70,178 shares worth $11.1M. The position accounts for 0.6% of the portfolio, ranked #32.

Credential Qtrade Securities first reported a position in TRI in Q3 2018 and has held it in 23 quarters since. The position peaked at $12M in Q1 2023. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2024.

  • Credential Qtrade Securities held 70,178 shares of Thomson Reuters worth $11.1M as of Q1 2024.
  • Credential Qtrade Securities sold 9,133 Thomson Reuters shares in Q1 2024, an estimated $1.42M.
  • Thomson Reuters made up 0.6% of Credential Qtrade Securities's portfolio in Q1 2024, its #32 holding.
  • Credential Qtrade Securities first reported a position in Thomson Reuters in Q3 2018 and has held it in 23 quarters since.
  • Credential Qtrade Securities's Thomson Reuters position peaked at $12M in Q1 2023.
  • 467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.