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Halpern Financial’s Thomson Reuters TRI Stock Holding History

Halpern 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
2024
Q3 		– Sell
-11
Closed -$1.85K – 246
2024
Q2 		$1.85K Buy
+11
New +$1.82K ﹤0.01% 197

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Halpern Financial's TRI Position: Q3 2024 in Review

Halpern Financial sold out of Thomson Reuters (TRI) in Q3 2024, closing a stake of 11 shares — an estimated $1.85K sold.

Halpern Financial first reported a position in TRI in Q2 2024 and held it in 1 quarter. The position peaked at $1.85K in Q2 2024. 480 funds tracked by Wall St. Rank hold TRI as of Q3 2024.

  • Halpern Financial reported no remaining Thomson Reuters position as of Q3 2024 after selling out during the quarter.
  • Halpern Financial sold 11 Thomson Reuters shares in Q3 2024, an estimated $1.85K.
  • Halpern Financial first reported a position in Thomson Reuters in Q2 2024 and held it in 1 quarter.
  • Halpern Financial's Thomson Reuters position peaked at $1.85K in Q2 2024.
  • 480 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.