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Fortitude Advisory Group’s Thomson Reuters TRI Stock Holding History

Fortitude Advisory Group’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
-136
Closed -$16K – 1192
2022
Q1 		$16K Hold
136
– – 0.01% 911
2021
Q4 		$17K Buy
+136
New +$16.9K 0.01% 893

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 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

Fortitude Advisory Group's TRI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Thomson Reuters (TRI) in Q2 2022, closing a stake of 136 shares — an estimated $16K sold.

Fortitude Advisory Group first reported a position in TRI in Q4 2021 and held it in 2 quarters. The position peaked at $17K in Q4 2021. 388 funds tracked by Wall St. Rank hold TRI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Thomson Reuters position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 136 Thomson Reuters shares in Q2 2022, an estimated $16K.
  • Fortitude Advisory Group first reported a position in Thomson Reuters in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Thomson Reuters position peaked at $17K in Q4 2021.
  • 388 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.