ICA Group Wealth Management’s Thomson Reuters TRI Stock Holding History

ICA Group Wealth Management’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 Q2	$9.78K	Hold	57	–	–	0.01%	489
2024 Q1	$9.04K	Hold	57	–	–	﹤0.01%	907
2023 Q4	$8.48K	Buy	+57	New	+$7.7K	﹤0.01%	907
2023 Q3	–	Sell	-57	Closed	-$7.83K	–	1138
2023 Q2	$7.83K	Sell	57 -2	-3%	-$268	﹤0.01%	880
2023 Q1	$8.07K	Hold	59	–	–	﹤0.01%	851
2022 Q4	$7.07K	Buy	+59	New	+$6.8K	﹤0.01%	896

Other funds holding TRI

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

ICA Group Wealth Management's TRI Position: Q2 2024 in Review

ICA Group Wealth Management held its Thomson Reuters (TRI) position steady in Q2 2024 at 57 shares worth $9.78K. The position accounts for 0.01% of the portfolio, ranked #489.

ICA Group Wealth Management first reported a position in TRI in Q4 2022 and has held it in 6 quarters since. 492 funds tracked by Wall St. Rank hold TRI as of Q2 2024.

ICA Group Wealth Management held 57 shares of Thomson Reuters worth $9.78K as of Q2 2024.
ICA Group Wealth Management left its Thomson Reuters share count unchanged in Q2 2024.
Thomson Reuters made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #489 holding.
ICA Group Wealth Management first reported a position in Thomson Reuters in Q4 2022 and has held it in 6 quarters since.
492 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.