KIG
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Kowal Investment Group’s Thomson Reuters TRI Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-133
Closed -$15K – 862
2021
Q3 		$15K Buy
+133
New +$15.5K ﹤0.01% 440

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Kowal Investment Group's TRI Position: Q4 2021 in Review

Kowal Investment Group sold out of Thomson Reuters (TRI) in Q4 2021, closing a stake of 133 shares — an estimated $15K sold.

Kowal Investment Group first reported a position in TRI in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 398 funds tracked by Wall St. Rank hold TRI as of Q4 2021.

  • Kowal Investment Group reported no remaining Thomson Reuters position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 133 Thomson Reuters shares in Q4 2021, an estimated $15K.
  • Kowal Investment Group first reported a position in Thomson Reuters in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Thomson Reuters position peaked at $15K in Q3 2021.
  • 398 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.