Ellevest Inc’s Thomson Reuters TRI Stock Holding History

Ellevest Inc’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 Q3	–	Sell	-13	Closed	-$1K	–	1580
2021 Q2	$1K	Buy	+13	New	+$1.3K	﹤0.01%	1208
2020 Q2	–	Sell	-4	Closed	–	–	1333
2020 Q1	$0	Hold	4	–	–	﹤0.01%	1294
2019 Q4	$0	Sell	4 -5	-56%	-$364	﹤0.01%	1054
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	466
2019 Q2	$1K	Sell	9 -76	-89%	-$5.03K	﹤0.01%	377
2019 Q1	$5K	Hold	85	–	–	﹤0.01%	240
2018 Q4	$4K	Buy	+85	New	+$4.56K	﹤0.01%	446

Other funds holding TRI

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Ellevest Inc's TRI Position: Q3 2021 in Review

Ellevest Inc sold out of Thomson Reuters (TRI) in Q3 2021, closing a stake of 13 shares — an estimated $1K sold.

Ellevest Inc first reported a position in TRI in Q4 2018 and held it in 7 quarters. The position peaked at $5K in Q1 2019. 387 funds tracked by Wall St. Rank hold TRI as of Q3 2021.

Ellevest Inc reported no remaining Thomson Reuters position as of Q3 2021 after selling out during the quarter.
Ellevest Inc sold 13 Thomson Reuters shares in Q3 2021, an estimated $1K.
Ellevest Inc first reported a position in Thomson Reuters in Q4 2018 and held it in 7 quarters.
Ellevest Inc's Thomson Reuters position peaked at $5K in Q1 2019.
387 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2021.

Based on Ellevest Inc's 13F filing for Q3 2021, filed 19 Oct 2021.