Destiny Wealth Partners’s Thomson Reuters TRI Stock Holding History

Destiny Wealth Partners’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
2023 Q1	–	Sell	-271	Closed	-$32.6K	–	605
2022 Q4	$32.6K	Buy	271 +92	+51%	+$10.6K	0.01%	345
2022 Q3	$19K	Hold	179	–	–	﹤0.01%	362
2022 Q2	$20K	Hold	179	–	–	﹤0.01%	362
2022 Q1	$21K	Sell	179 -98	-35%	-$10.9K	﹤0.01%	382
2021 Q4	$35K	Hold	277	–	–	0.01%	356
2021 Q3	$32K	Buy	+277	New	+$32.3K	0.01%	346
2021 Q2	–	Sell	-98	Closed	-$9K	–	477
2021 Q1	$9K	Sell	98 -179	-65%	-$15.9K	﹤0.01%	422
2020 Q4	$24K	Buy	+277	New	+$23.7K	0.01%	347

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Destiny Wealth Partners's TRI Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Thomson Reuters (TRI) in Q1 2023, closing a stake of 271 shares — an estimated $32.6K sold.

Destiny Wealth Partners first reported a position in TRI in Q4 2020 and held it in 8 quarters. The position peaked at $35K in Q4 2021. 410 funds tracked by Wall St. Rank hold TRI as of Q1 2023.

Destiny Wealth Partners reported no remaining Thomson Reuters position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 271 Thomson Reuters shares in Q1 2023, an estimated $32.6K.
Destiny Wealth Partners first reported a position in Thomson Reuters in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's Thomson Reuters position peaked at $35K in Q4 2021.
410 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.