IHT Wealth Management’s Thomson Reuters TRI Stock Holding History

IHT 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
2020 Q4	–	Sell	-3,483	Closed	-$293K	–	771
2020 Q3	$293K	Sell	3,483 -5	-0.1%	-$389	0.03%	485
2020 Q2	$250K	Sell	3,488 -4	-0.1%	-$289	0.03%	452
2020 Q1	$250K	Buy	+3,492	New	+$272K	0.04%	440
2018 Q2	–	Sell	-1,995	Closed	-$90K	–	1281
2018 Q1	$90K	Sell	1,995 -48	-2%	-$2.29K	0.02%	512
2017 Q4	$104K	Sell	2,043 -9	-0.4%	-$471	0.03%	482
2017 Q3	$109K	Sell	2,052 -37	-2%	-$1.98K	0.05%	339
2017 Q2	$4K	Sell	2,089 -215	-9%	-$11K	﹤0.01%	1139
2017 Q1	$115K	Sell	2,304 -86	-4%	-$4.39K	0.08%	260
2016 Q4	$122K	Buy	+2,390	New	+$117K	0.09%	245

Other funds holding TRI

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

JFL

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

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

IHT Wealth Management's TRI Position: Q4 2020 in Review

IHT Wealth Management sold out of Thomson Reuters (TRI) in Q4 2020, closing a stake of 3,483 shares — an estimated $293K sold.

IHT Wealth Management first reported a position in TRI in Q4 2016 and held it in 9 quarters. The position peaked at $293K in Q3 2020. 349 funds tracked by Wall St. Rank hold TRI as of Q4 2020.

IHT Wealth Management reported no remaining Thomson Reuters position as of Q4 2020 after selling out during the quarter.
IHT Wealth Management sold 3,483 Thomson Reuters shares in Q4 2020, an estimated $293K.
IHT Wealth Management first reported a position in Thomson Reuters in Q4 2016 and held it in 9 quarters.
IHT Wealth Management's Thomson Reuters position peaked at $293K in Q3 2020.
349 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2020.

Based on IHT Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.