Laurel Wealth Planning’s Thomson Reuters TRI Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-84	Closed	-$10.2K	–	188
2022 Q4	$10.2K	Hold	84	–	–	0.01%	159
2022 Q3	$9K	Hold	84	–	–	0.01%	164
2022 Q2	$9K	Hold	84	–	–	0.01%	171
2022 Q1	$10K	Hold	84	–	–	0.01%	193
2021 Q4	$11K	Hold	84	–	–	0.01%	139
2021 Q3	$10K	Buy	+84	New	+$9.79K	0.01%	144

Other funds holding TRI

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

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

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

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 Planning's TRI Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Thomson Reuters (TRI) in Q1 2023, closing a stake of 84 shares — an estimated $10.2K sold.

Laurel Wealth Planning first reported a position in TRI in Q3 2021 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 410 funds tracked by Wall St. Rank hold TRI as of Q1 2023.

Laurel Wealth Planning reported no remaining Thomson Reuters position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 84 Thomson Reuters shares in Q1 2023, an estimated $10.2K.
Laurel Wealth Planning first reported a position in Thomson Reuters in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's Thomson Reuters position peaked at $11K in Q4 2021.
410 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.