EFG Asset Management (Americas)’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
13,013
-3,977
| -23% | -$800K | 0.48% | 65 |
|
|
2025
Q1 | $2.94M | Buy |
16,990
+288
| +2% | +$49.8K | 0.59% | 52 |
|
|
2024
Q4 | $2.68M | Buy |
16,702
+321
| +2% | +$51.5K | 0.52% | 64 |
|
|
2024
Q3 | $2.79M | Sell |
16,381
-119
| -0.7% | -$20.3K | 0.55% | 60 |
|
|
2024
Q2 | $2.78M | Buy |
16,500
+6,525
| +65% | +$1.1M | 0.55% | 56 |
|
|
2024
Q1 | $1.55M | Sell |
9,975
-5,774
| -37% | -$900K | 0.47% | 63 |
|
|
2023
Q4 | $2.3M | Sell |
15,749
-318
| -2% | -$46.5K | 0.5% | 68 |
|
|
2023
Q3 | $1.97M | Sell |
16,067
-302
| -2% | -$36.9K | 0.47% | 63 |
|
|
2023
Q2 | $2.21M | Buy |
16,369
+588
| +4% | +$79.4K | 0.51% | 63 |
|
|
2023
Q1 | $2.13M | Buy |
15,781
+176
| +1% | +$23.8K | 0.51% | 68 |
|
|
2022
Q4 | $1.85M | Buy |
15,605
+659
| +4% | +$78K | 0.46% | 68 |
|
|
2022
Q3 | $1.59M | Buy |
14,946
+86
| +0.6% | +$9.16K | 0.4% | 74 |
|
|
2022
Q2 | $1.61M | Buy |
14,860
+1,665
| +13% | +$180K | 0.38% | 67 |
|
|
2022
Q1 | $1.49M | Sell |
13,195
-1,684
| -11% | -$190K | 0.28% | 79 |
|
|
2021
Q4 | $1.85M | Sell |
14,879
-1,900
| -11% | -$236K | 0.31% | 73 |
|
|
2021
Q3 | $1.92M | Buy |
16,779
+679
| +4% | +$77.8K | 0.34% | 74 |
|
|
2021
Q2 | $1.66M | Buy |
16,100
+503
| +3% | +$51.8K | 0.31% | 79 |
|
|
2021
Q1 | $1.42M | Sell |
15,597
-1,312
| -8% | -$119K | 0.29% | 83 |
|
|
2020
Q4 | $1.44M | Buy |
16,909
+2,692
| +19% | +$229K | 0.29% | 84 |
|
|
2020
Q3 | $1.18M | Buy |
+14,217
| New | +$1.18M | 0.26% | 86 |
|