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Essential Planning’s Thomson Reuters TRI Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-25,535
Closed -$4.3M – 274
2024
Q4 		$4.3M Buy
+25,535
New +$4.3M 0.03% 132

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $129B AUM 30.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Essential Planning's TRI Position: Q1 2025 in Review

Essential Planning sold out of Thomson Reuters (TRI) in Q1 2025, closing a stake of 25,535 shares — an estimated $4.3M sold.

Essential Planning first reported a position in TRI in Q4 2024 and held it in 1 quarter. The position peaked at $4.3M in Q4 2024. 498 funds tracked by Wall St. Rank hold TRI as of Q1 2025.

  • Essential Planning reported no remaining Thomson Reuters position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 25,535 Thomson Reuters shares in Q1 2025, an estimated $4.3M.
  • Essential Planning first reported a position in Thomson Reuters in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Thomson Reuters position peaked at $4.3M in Q4 2024.
  • 498 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.