Endurance Wealth Management’s Thomson Reuters TRI Stock Holding History

Endurance 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
2023 Q2	$83K	Hold	603	–	–	0.01%	287
2023 Q1	$83K	Hold	603	–	–	0.01%	293
2022 Q4	$72K	Hold	603	–	–	0.01%	287
2022 Q3	$65K	Hold	603	–	–	0.01%	292
2022 Q2	$66K	Hold	603	–	–	0.01%	295
2022 Q1	$69K	Hold	603	–	–	0.01%	317
2021 Q4	$76K	Hold	603	–	–	0.01%	315
2021 Q3	$70K	Hold	603	–	–	0.01%	316
2021 Q2	$63K	Hold	603	–	–	0.01%	337
2021 Q1	$56K	Hold	603	–	–	0.01%	349
2020 Q4	$52K	Hold	603	–	–	0.01%	322
2020 Q3	$51K	Hold	603	–	–	0.01%	300
2020 Q2	$43K	Hold	603	–	–	0.01%	322
2020 Q1	$43K	Hold	603	–	–	0.01%	299
2019 Q4	$45K	Hold	603	–	–	0.01%	293
2019 Q3	$42K	Hold	603	–	–	0.01%	292
2019 Q2	$41K	Hold	603	–	–	0.01%	284
2019 Q1	$38K	Hold	603	–	–	0.01%	288
2018 Q4	$31K	Hold	603	–	–	0.01%	291
2018 Q3	$32K	Hold	603	–	–	0.01%	302
2018 Q2	$28K	Hold	603	–	–	﹤0.01%	317
2018 Q1	$27K	Hold	603	–	–	﹤0.01%	329
2017 Q4	$31K	Hold	603	–	–	0.01%	308
2017 Q3	$32K	Hold	603	–	–	0.01%	304
2017 Q2	$32K	Hold	603	–	–	0.01%	315
2017 Q1	$30K	Hold	603	–	–	0.01%	318
2016 Q4	$31K	Hold	603	–	–	0.01%	307
2016 Q3	$29K	Hold	603	–	–	0.01%	311
2016 Q2	$28K	Hold	603	–	–	0.01%	306
2016 Q1	$28	Hold	603	–	–	﹤0.01%	312
2015 Q4	$26K	Hold	603	–	–	0.01%	319
2015 Q3	$29K	Hold	603	–	–	0.01%	315
2015 Q2	$27K	Buy	+603	New	+$28.2K	﹤0.01%	333

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

JFL

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Endurance Wealth Management's TRI Position: Q2 2023 in Review

Endurance Wealth Management held its Thomson Reuters (TRI) position steady in Q2 2023 at 603 shares worth $83K. The position accounts for 0.01% of the portfolio, ranked #287.

Endurance Wealth Management first reported a position in TRI in Q2 2015 and has held it in 33 quarters since. 391 funds tracked by Wall St. Rank hold TRI as of Q2 2023.

Endurance Wealth Management held 603 shares of Thomson Reuters worth $83K as of Q2 2023.
Endurance Wealth Management left its Thomson Reuters share count unchanged in Q2 2023.
Thomson Reuters made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #287 holding.
Endurance Wealth Management first reported a position in Thomson Reuters in Q2 2015 and has held it in 33 quarters since.
391 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.