JWM
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Jeppson Wealth Management’s Thomson Reuters TRI Stock Holding History

Jeppson 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
-703
Closed -$59K – 418
2020
Q3 		$59K Buy
+703
New +$54.7K 0.05% 209

Other funds holding TRI

Royal Bank of Canada
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of America
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
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Jeppson Wealth Management sold out of Thomson Reuters (TRI) in Q4 2020, closing a stake of 703 shares — an estimated $59K sold.

Jeppson Wealth Management first reported a position in TRI in Q3 2020 and held it in 1 quarter. The position peaked at $59K in Q3 2020. 349 funds tracked by Wall St. Rank hold TRI as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Thomson Reuters position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 703 Thomson Reuters shares in Q4 2020, an estimated $59K.
  • Jeppson Wealth Management first reported a position in Thomson Reuters in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Thomson Reuters position peaked at $59K in Q3 2020.
  • 349 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.