Dakota Wealth Management’s Thomson Reuters TRI Stock Holding History

Dakota 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
2024 Q3	–	Sell	-2,872	Closed	-$492K	–	768
2024 Q2	$492K	Sell	2,872 -163	-5%	-$27K	0.01%	511
2024 Q1	$480K	Sell	3,035 -184	-6%	-$28.6K	0.01%	508
2023 Q4	$478K	Sell	3,219 -13	-0.4%	-$1.76K	0.02%	429
2023 Q3	$404K	Sell	3,232 -29	-0.9%	-$3.82K	0.02%	451
2023 Q2	$449K	Buy	3,261 +30	+0.9%	+$4.03K	0.02%	400
2023 Q1	$443K	Buy	+3,231	New	+$412K	0.03%	391

Other funds holding TRI

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

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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) 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

Dakota Wealth Management's TRI Position: Q3 2024 in Review

Dakota Wealth Management sold out of Thomson Reuters (TRI) in Q3 2024, closing a stake of 2,872 shares — an estimated $492K sold.

Dakota Wealth Management first reported a position in TRI in Q1 2023 and held it in 6 quarters. The position peaked at $492K in Q2 2024. 481 funds tracked by Wall St. Rank hold TRI as of Q3 2024.

Dakota Wealth Management reported no remaining Thomson Reuters position as of Q3 2024 after selling out during the quarter.
Dakota Wealth Management sold 2,872 Thomson Reuters shares in Q3 2024, an estimated $492K.
Dakota Wealth Management first reported a position in Thomson Reuters in Q1 2023 and held it in 6 quarters.
Dakota Wealth Management's Thomson Reuters position peaked at $492K in Q2 2024.
481 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2024.

Based on Dakota Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.