Laurel Wealth Advisors (California)’s Thomson Reuters TRI Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$679K	Buy	5,649 +1,332	+31%	+$154K	0.07%	296
2022 Q3	$467K	Sell	4,317 -4	-0.1%	-$464	0.05%	357
2022 Q2	$474K	Hold	4,321	–	–	0.05%	374
2022 Q1	$496K	Hold	4,321	–	–	0.04%	415
2021 Q4	$545K	Hold	4,321	–	–	0.04%	424
2021 Q3	$503K	Hold	4,321	–	–	0.09%	229
2021 Q2	$452K	Sell	4,321 -2	-0%	-$200	0.06%	298
2021 Q1	$399K	Hold	4,323	–	–	0.06%	295
2020 Q4	$373K	Hold	4,323	–	–	0.05%	300
2020 Q3	$363K	Hold	4,323	–	–	0.06%	272
2020 Q2	$310K	Hold	4,323	–	–	0.06%	279
2020 Q1	$309K	Buy	4,323 +5	+0.1%	+$390	0.07%	268
2019 Q4	$326K	Buy	4,318 +1	+0%	+$73	0.05%	328
2019 Q3	$304K	Buy	4,317 +9	+0.2%	+$639	0.05%	338
2019 Q2	$293K	Hold	4,308	–	–	0.06%	309
2019 Q1	$269K	Hold	4,308	–	–	0.07%	306
2018 Q4	$219K	Hold	4,308	–	–	0.06%	308
2018 Q3	$228K	Hold	4,308	–	–	0.06%	348
2018 Q2	$201K	Buy	+4,308	New	+$198K	0.05%	361
2018 Q1	–	Sell	-4,308	Closed	-$217K	–	379
2017 Q4	$217K	Hold	4,308	–	–	0.06%	318
2017 Q3	$229K	Hold	4,308	–	–	0.08%	264
2017 Q2	$231K	Hold	4,308	–	–	0.08%	257
2017 Q1	$216K	Buy	+4,308	New	+$220K	0.08%	245

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Laurel Wealth Advisors (California)'s TRI Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Thomson Reuters (TRI) stake by 31% in Q4 2022, buying an estimated $154K and bringing the position to 5,649 shares worth $679K. The position accounts for 0.07% of the portfolio, ranked #296.

Laurel Wealth Advisors (California) first reported a position in TRI in Q1 2017 and has held it in 23 quarters since. 396 funds tracked by Wall St. Rank hold TRI as of Q4 2022.

Laurel Wealth Advisors (California) held 5,649 shares of Thomson Reuters worth $679K as of Q4 2022.
Laurel Wealth Advisors (California) bought 1,332 Thomson Reuters shares in Q4 2022, an estimated $154K.
Thomson Reuters made up 0.07% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #296 holding.
Laurel Wealth Advisors (California) first reported a position in Thomson Reuters in Q1 2017 and has held it in 23 quarters since.
396 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.