FourThought Financial’s Thomson Reuters TRI Stock Holding History

FourThought Financial’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 Q3	$29K	Hold	266	–	–	﹤0.01%	770
2022 Q2	$29K	Buy	+266	New	+$28.2K	﹤0.01%	783
2022 Q1	–	Sell	-266	Closed	-$33K	–	1573
2021 Q4	$33K	Hold	266	–	–	﹤0.01%	801
2021 Q3	$30K	Hold	266	–	–	﹤0.01%	858
2021 Q2	$27K	Sell	266 -70	-21%	-$7.02K	﹤0.01%	877
2021 Q1	$30K	Hold	336	–	–	﹤0.01%	821
2020 Q4	$28K	Buy	+336	New	+$28.8K	﹤0.01%	802

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JFL

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

FourThought Financial's TRI Position: Q3 2022 in Review

FourThought Financial held its Thomson Reuters (TRI) position steady in Q3 2022 at 266 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

FourThought Financial first reported a position in TRI in Q4 2020 and has held it in 7 quarters since. The position peaked at $33K in Q4 2021. 380 funds tracked by Wall St. Rank hold TRI as of Q3 2022.

FourThought Financial held 266 shares of Thomson Reuters worth $29K as of Q3 2022.
FourThought Financial left its Thomson Reuters share count unchanged in Q3 2022.
Thomson Reuters made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #770 holding.
FourThought Financial first reported a position in Thomson Reuters in Q4 2020 and has held it in 7 quarters since.
FourThought Financial's Thomson Reuters position peaked at $33K in Q4 2021.
380 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.