KPW
TRI icon

Kore Private Wealth’s Thomson Reuters TRI Stock Holding History

Kore Private 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
2020
Q3 		– Sell
-520
Closed -$37K – 1013
2020
Q2 		$37K Buy
520
+80
+18% +$5.79K 0.01% 524
2020
Q1 		$31K Buy
440
+122
+38% +$9.51K 0.01% 513
2019
Q4 		$24K Buy
+318
New +$23.2K ﹤0.01% 607

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Kore Private Wealth's TRI Position: Q3 2020 in Review

Kore Private Wealth sold out of Thomson Reuters (TRI) in Q3 2020, closing a stake of 520 shares — an estimated $37K sold.

Kore Private Wealth first reported a position in TRI in Q4 2019 and held it in 3 quarters. The position peaked at $37K in Q2 2020. 320 funds tracked by Wall St. Rank hold TRI as of Q3 2020.

  • Kore Private Wealth reported no remaining Thomson Reuters position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 520 Thomson Reuters shares in Q3 2020, an estimated $37K.
  • Kore Private Wealth first reported a position in Thomson Reuters in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Thomson Reuters position peaked at $37K in Q2 2020.
  • 320 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.