Icon Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Icon 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
2025 Q3	–	Sell	-1,024	Closed	-$209K	–	551
2025 Q2	$209K	Sell	1,024 -21	-2%	-$4K	0.01%	363
2025 Q1	$183K	Sell	1,045 -406	-28%	-$70.1K	0.02%	371
2024 Q4	$236K	Sell	1,451 -13	-0.9%	-$2.19K	0.02%	344
2024 Q3	$254K	Buy	1,464 +256	+21%	+$43.2K	0.02%	318
2024 Q2	$199K	Sell	1,208 -347	-22%	-$57.5K	0.02%	333
2024 Q1	$246K	Sell	1,555 -119	-7%	-$18.5K	0.02%	312
2023 Q4	$249K	Buy	+1,674	New	+$226K	0.03%	293
2022 Q4	$282K	Sell	2,348 -345	-13%	-$39.8K	0.03%	260
2022 Q3	$291K	Buy	+2,693	New	+$312K	0.04%	246

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

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

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

SFC

SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return

JFL

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

Icon Wealth Advisors's TRI Position: Q3 2025 in Review

Icon Wealth Advisors sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,024 shares — an estimated $209K sold.

Icon Wealth Advisors first reported a position in TRI in Q3 2022 and held it in 9 quarters. The position peaked at $291K in Q3 2022. 522 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Icon Wealth Advisors reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
Icon Wealth Advisors sold 1,024 Thomson Reuters shares in Q3 2025, an estimated $209K.
Icon Wealth Advisors first reported a position in Thomson Reuters in Q3 2022 and held it in 9 quarters.
Icon Wealth Advisors's Thomson Reuters position peaked at $291K in Q3 2022.
522 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.