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Elmwood Wealth Management’s Thomson Reuters TRI Stock Holding History

Elmwood Wealth Management’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
2022
Q1 		– Sell
-32
Closed -$4K – 302
2021
Q4 		$4K Buy
+32
New +$3.98K ﹤0.01% 323
2021
Q2 		$3K Hold
32
– – ﹤0.01% 297
2021
Q1 		$3K Buy
+32
New +$2.85K ﹤0.01% 289
2020
Q3 		$2K Hold
32
– – ﹤0.01% 240
2020
Q2 		$2K Buy
+32
New +$2.31K ﹤0.01% 240

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Elmwood Wealth Management's TRI Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Thomson Reuters (TRI) in Q1 2022, closing a stake of 32 shares — an estimated $4K sold.

Elmwood Wealth Management first reported a position in TRI in Q2 2020 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 384 funds tracked by Wall St. Rank hold TRI as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Thomson Reuters position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 32 Thomson Reuters shares in Q1 2022, an estimated $4K.
  • Elmwood Wealth Management first reported a position in Thomson Reuters in Q2 2020 and held it in 5 quarters.
  • Elmwood Wealth Management's Thomson Reuters position peaked at $4K in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.