Janiczek Wealth Management’s Thomson Reuters TRI Stock Holding History

Janiczek 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	$60.9K	Hold	355	–	–	0.01%	368
2024 Q1	$56.3K	Hold	355	–	–	0.01%	391
2023 Q4	$52.8K	Buy	355 +50	+16%	+$6.75K	0.01%	380
2023 Q3	$37.9K	Hold	305	–	–	0.01%	405
2023 Q2	$41.8K	Sell	305 -2	-0.7%	-$268	0.01%	340
2023 Q1	$42.1K	Hold	307	–	–	0.01%	338
2022 Q4	$37.8K	Hold	307	–	–	0.01%	355
2022 Q3	$33K	Hold	307	–	–	0.01%	369
2022 Q2	$36K	Sell	307 -445	-59%	-$47.1K	0.01%	357
2022 Q1	$86K	Sell	752 -26	-3%	-$2.9K	0.02%	227
2021 Q4	$98K	Buy	778 +8	+1%	+$996	0.03%	191
2021 Q3	$90K	Buy	770 +309	+67%	+$36K	0.03%	187
2021 Q2	$48K	Buy	461 +83	+22%	+$8.32K	0.02%	262
2021 Q1	$35K	Buy	378 +177	+88%	+$15.7K	0.01%	297
2020 Q4	$17K	Buy	+201	New	+$17.2K	0.01%	377

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

Janiczek Wealth Management's TRI Position: Q2 2024 in Review

Janiczek Wealth Management held its Thomson Reuters (TRI) position steady in Q2 2024 at 355 shares worth $60.9K. The position accounts for 0.01% of the portfolio, ranked #368.

Janiczek Wealth Management first reported a position in TRI in Q4 2020 and has held it in 15 quarters since. The position peaked at $98K in Q4 2021. 492 funds tracked by Wall St. Rank hold TRI as of Q2 2024.

Janiczek Wealth Management held 355 shares of Thomson Reuters worth $60.9K as of Q2 2024.
Janiczek Wealth Management left its Thomson Reuters share count unchanged in Q2 2024.
Thomson Reuters made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #368 holding.
Janiczek Wealth Management first reported a position in Thomson Reuters in Q4 2020 and has held it in 15 quarters since.
Janiczek Wealth Management's Thomson Reuters position peaked at $98K in Q4 2021.
492 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.