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KB Financial Partners’s Thomson Reuters TRI Stock Holding History

KB Financial Partners’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 		$385K Buy
3,099
+9
+0.3% +$1.19K 0.11% 118
2023
Q2 		$423K Buy
+3,090
New +$415K 0.12% 111
2022
Q1 		– Sell
-13
Closed -$2K – 670
2021
Q4 		$2K Buy
+13
New +$1.62K ﹤0.01% 614

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

KB Financial Partners's TRI Position: Q3 2023 in Review

KB Financial Partners increased its Thomson Reuters (TRI) stake by 0.29% in Q3 2023, buying an estimated $1.19K and bringing the position to 3,099 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #118.

KB Financial Partners first reported a position in TRI in Q4 2021 and has held it in 3 quarters since. The position peaked at $423K in Q2 2023. 400 funds tracked by Wall St. Rank hold TRI as of Q3 2023.

  • KB Financial Partners held 3,099 shares of Thomson Reuters worth $385K as of Q3 2023.
  • KB Financial Partners bought 9 Thomson Reuters shares in Q3 2023, an estimated $1.19K.
  • Thomson Reuters made up 0.11% of KB Financial Partners's portfolio in Q3 2023, its #118 holding.
  • KB Financial Partners first reported a position in Thomson Reuters in Q4 2021 and has held it in 3 quarters since.
  • KB Financial Partners's Thomson Reuters position peaked at $423K in Q2 2023.
  • 400 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.