D'Orazio & Associates’s Thomson Reuters TRI Stock Holding History

D'Orazio & Associates’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
2020 Q1	–	Sell	-261	Closed	-$20K	–	361
2019 Q4	$20K	Hold	261	–	–	0.01%	210
2019 Q3	$18K	Buy	+261	New	+$18.5K	0.01%	212
2019 Q2	–	Sell	-31	Closed	-$2K	–	362
2019 Q1	$2K	Buy	+31	New	+$1.73K	﹤0.01%	327

Other funds holding TRI

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

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

D'Orazio & Associates's TRI Position: Q1 2020 in Review

D'Orazio & Associates sold out of Thomson Reuters (TRI) in Q1 2020, closing a stake of 261 shares — an estimated $20K sold.

D'Orazio & Associates first reported a position in TRI in Q1 2019 and held it in 3 quarters. The position peaked at $20K in Q4 2019. 322 funds tracked by Wall St. Rank hold TRI as of Q1 2020.

D'Orazio & Associates reported no remaining Thomson Reuters position as of Q1 2020 after selling out during the quarter.
D'Orazio & Associates sold 261 Thomson Reuters shares in Q1 2020, an estimated $20K.
D'Orazio & Associates first reported a position in Thomson Reuters in Q1 2019 and held it in 3 quarters.
D'Orazio & Associates's Thomson Reuters position peaked at $20K in Q4 2019.
322 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2020.

Based on D'Orazio & Associates's 13F filing for Q1 2020, filed 28 Apr 2020.