HHM Wealth Advisors’s Thomson Reuters TRI Stock Holding History

HHM Wealth Advisors’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	-134	Closed	-$15K	–	805
2022 Q2	$15K	Hold	134	–	–	﹤0.01%	470
2022 Q1	$15K	Hold	134	–	–	﹤0.01%	487
2021 Q4	$17K	Hold	134	–	–	﹤0.01%	452
2021 Q3	$16K	Hold	134	–	–	﹤0.01%	443
2021 Q2	$14K	Hold	134	–	–	﹤0.01%	447
2021 Q1	$12K	Hold	134	–	–	﹤0.01%	435
2020 Q4	$12K	Hold	134	–	–	﹤0.01%	408
2020 Q3	$11K	Hold	134	–	–	﹤0.01%	382
2020 Q2	$10K	Hold	134	–	–	﹤0.01%	372
2020 Q1	$10K	Buy	+134	New	+$10.4K	﹤0.01%	355

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

HHM Wealth Advisors's TRI Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Thomson Reuters (TRI) in Q3 2022, closing a stake of 134 shares — an estimated $15K sold.

HHM Wealth Advisors first reported a position in TRI in Q1 2020 and held it in 10 quarters. The position peaked at $17K in Q4 2021. 378 funds tracked by Wall St. Rank hold TRI as of Q3 2022.

HHM Wealth Advisors reported no remaining Thomson Reuters position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 134 Thomson Reuters shares in Q3 2022, an estimated $15K.
HHM Wealth Advisors first reported a position in Thomson Reuters in Q1 2020 and held it in 10 quarters.
HHM Wealth Advisors's Thomson Reuters position peaked at $17K in Q4 2021.
378 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.