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Defined Wealth Management’s Thomson Reuters TRI Stock Holding History

Defined 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
2021
Q1 		– Sell
-541
Closed -$47K – 188
2020
Q4 		$47K Buy
+541
New +$46.3K 0.05% 139

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Defined Wealth Management's TRI Position: Q1 2021 in Review

Defined Wealth Management sold out of Thomson Reuters (TRI) in Q1 2021, closing a stake of 541 shares — an estimated $47K sold.

Defined Wealth Management first reported a position in TRI in Q4 2020 and held it in 1 quarter. The position peaked at $47K in Q4 2020. 365 funds tracked by Wall St. Rank hold TRI as of Q1 2021.

  • Defined Wealth Management reported no remaining Thomson Reuters position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 541 Thomson Reuters shares in Q1 2021, an estimated $47K.
  • Defined Wealth Management first reported a position in Thomson Reuters in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's Thomson Reuters position peaked at $47K in Q4 2020.
  • 365 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.