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Financial Management Professionals’s Thomson Reuters TRI Stock Holding History

Financial Management Professionals’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 		– Sell
-4
Closed -$1K – 1111
2023
Q1 		$1K Hold
4
– – ﹤0.01% 949
2022
Q4 		$0 Hold
4
– – ﹤0.01% 1078
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1112
2022
Q2 		$0 Hold
4
– – ﹤0.01% 1136
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1156
2021
Q4 		$0 Buy
+4
New +$498 ﹤0.01% 1090

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Financial Management Professionals's TRI Position: Q2 2023 in Review

Financial Management Professionals sold out of Thomson Reuters (TRI) in Q2 2023, closing a stake of 4 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in TRI in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q1 2023. 391 funds tracked by Wall St. Rank hold TRI as of Q2 2023.

  • Financial Management Professionals reported no remaining Thomson Reuters position as of Q2 2023 after selling out during the quarter.
  • Financial Management Professionals sold 4 Thomson Reuters shares in Q2 2023, an estimated $1K.
  • Financial Management Professionals first reported a position in Thomson Reuters in Q4 2021 and held it in 6 quarters.
  • Financial Management Professionals's Thomson Reuters position peaked at $1K in Q1 2023.
  • 391 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.