Evermay Wealth Management’s Thomson Reuters TRI Stock Holding History

Evermay 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 Q2	–	Sell	-9	Closed	-$1K	–	564
2022 Q1	$1K	Buy	+9	New	+$1K	﹤0.01%	510
2021 Q3	–	Sell	-172	Closed	-$18K	–	527
2021 Q2	$18K	Buy	+172	New	+$17.2K	﹤0.01%	364

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Evermay Wealth Management's TRI Position: Q2 2022 in Review

Evermay Wealth Management sold out of Thomson Reuters (TRI) in Q2 2022, closing a stake of 9 shares — an estimated $1K sold.

Evermay Wealth Management first reported a position in TRI in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2021. 387 funds tracked by Wall St. Rank hold TRI as of Q2 2022.

Evermay Wealth Management reported no remaining Thomson Reuters position as of Q2 2022 after selling out during the quarter.
Evermay Wealth Management sold 9 Thomson Reuters shares in Q2 2022, an estimated $1K.
Evermay Wealth Management first reported a position in Thomson Reuters in Q2 2021 and held it in 2 quarters.
Evermay Wealth Management's Thomson Reuters position peaked at $18K in Q2 2021.
387 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.