High Net Worth Advisory Group’s Thomson Reuters TRI Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-132	Closed	-$15.9K	–	545
2022 Q4	$15.9K	Sell	132 -203	-61%	-$23.4K	0.01%	462
2022 Q3	$36K	Hold	335	–	–	0.02%	381
2022 Q2	$37K	Sell	335 -289	-46%	-$30.6K	0.02%	368
2022 Q1	$72K	Sell	624 -132	-17%	-$14.7K	0.03%	286
2021 Q4	$95K	Buy	+756	New	+$94.1K	0.03%	263

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

JFL

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

High Net Worth Advisory Group's TRI Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Thomson Reuters (TRI) in Q1 2023, closing a stake of 132 shares — an estimated $15.9K sold.

High Net Worth Advisory Group first reported a position in TRI in Q4 2021 and held it in 5 quarters. The position peaked at $95K in Q4 2021. 410 funds tracked by Wall St. Rank hold TRI as of Q1 2023.

High Net Worth Advisory Group reported no remaining Thomson Reuters position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 132 Thomson Reuters shares in Q1 2023, an estimated $15.9K.
High Net Worth Advisory Group first reported a position in Thomson Reuters in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Thomson Reuters position peaked at $95K in Q4 2021.
410 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.