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Impact Partnership Wealth’s Thomson Reuters TRI Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-13
Closed -$1.75K – 1204
2023
Q2 		$1.75K Buy
+13
New +$1.74K ﹤0.01% 704

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Mackenzie Financial
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Fidelity Investments
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Impact Partnership Wealth's TRI Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Thomson Reuters (TRI) in Q3 2023, closing a stake of 13 shares — an estimated $1.75K sold.

Impact Partnership Wealth first reported a position in TRI in Q2 2023 and held it in 1 quarter. The position peaked at $1.75K in Q2 2023. 400 funds tracked by Wall St. Rank hold TRI as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Thomson Reuters position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 13 Thomson Reuters shares in Q3 2023, an estimated $1.75K.
  • Impact Partnership Wealth first reported a position in Thomson Reuters in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Thomson Reuters position peaked at $1.75K in Q2 2023.
  • 400 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.