GenTrust’s Thomson Reuters TRI Stock Holding History

GenTrust’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
2024 Q3	–	Sell	-2,377	Closed	-$407K	–	228
2024 Q2	$407K	Buy	+2,377	New	+$394K	0.02%	132

Other funds holding TRI

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

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

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

GenTrust's TRI Position: Q3 2024 in Review

GenTrust sold out of Thomson Reuters (TRI) in Q3 2024, closing a stake of 2,377 shares — an estimated $407K sold.

GenTrust first reported a position in TRI in Q2 2024 and held it in 1 quarter. The position peaked at $407K in Q2 2024. 480 funds tracked by Wall St. Rank hold TRI as of Q3 2024.

GenTrust reported no remaining Thomson Reuters position as of Q3 2024 after selling out during the quarter.
GenTrust sold 2,377 Thomson Reuters shares in Q3 2024, an estimated $407K.
GenTrust first reported a position in Thomson Reuters in Q2 2024 and held it in 1 quarter.
GenTrust's Thomson Reuters position peaked at $407K in Q2 2024.
480 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2024.

Based on GenTrust's 13F filing for Q3 2024, filed 12 Nov 2024.