Graves Light Lenhart Wealth’s Thomson Reuters TRI Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-1,196	Closed	-$131K	–	559
2022 Q2	$131K	Hold	1,196	–	–	0.02%	205
2022 Q1	$137K	Hold	1,196	–	–	0.02%	219
2021 Q4	$151K	Hold	1,196	–	–	0.02%	228
2021 Q3	$139K	Hold	1,196	–	–	0.02%	223
2021 Q2	$125K	Hold	1,196	–	–	0.02%	240
2021 Q1	$110K	Buy	1,196 +13	+1%	+$1.16K	0.02%	257
2020 Q4	$102K	Buy	+1,183	New	+$101K	0.02%	261

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $100B AUM 36.93% 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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Graves Light Lenhart Wealth's TRI Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Thomson Reuters (TRI) in Q3 2022, closing a stake of 1,196 shares — an estimated $131K sold.

Graves Light Lenhart Wealth first reported a position in TRI in Q4 2020 and held it in 7 quarters. The position peaked at $151K in Q4 2021. 378 funds tracked by Wall St. Rank hold TRI as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Thomson Reuters position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,196 Thomson Reuters shares in Q3 2022, an estimated $131K.
Graves Light Lenhart Wealth first reported a position in Thomson Reuters in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Thomson Reuters position peaked at $151K in Q4 2021.
378 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.