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DFPG Investments’s Thomson Reuters TRI Stock Holding History

DFPG Investments’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
Q3 		– Sell
-2,199
Closed -$296K – 637
2023
Q2 		$296K Buy
2,199
+54
+3% +$7.25K 0.03% 474
2023
Q1 		$294K Sell
2,145
-44
-2% -$5.61K 0.03% 436
2022
Q4 		$269K Buy
+2,189
New +$252K 0.04% 375

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $129B AUM 30.83% 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 $116B AUM 26.37% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

DFPG Investments's TRI Position: Q3 2023 in Review

DFPG Investments sold out of Thomson Reuters (TRI) in Q3 2023, closing a stake of 2,199 shares — an estimated $296K sold.

DFPG Investments first reported a position in TRI in Q4 2022 and held it in 3 quarters. The position peaked at $296K in Q2 2023. 400 funds tracked by Wall St. Rank hold TRI as of Q3 2023.

  • DFPG Investments reported no remaining Thomson Reuters position as of Q3 2023 after selling out during the quarter.
  • DFPG Investments sold 2,199 Thomson Reuters shares in Q3 2023, an estimated $296K.
  • DFPG Investments first reported a position in Thomson Reuters in Q4 2022 and held it in 3 quarters.
  • DFPG Investments's Thomson Reuters position peaked at $296K in Q2 2023.
  • 400 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.