Lenox Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Lenox Wealth Advisors’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 Q1	$8K	Hold	69	–	–	﹤0.01%	521
2021 Q4	$9K	Hold	69	–	–	﹤0.01%	531
2021 Q3	$8K	Hold	69	–	–	﹤0.01%	508
2021 Q2	$7K	Hold	69	–	–	﹤0.01%	518
2021 Q1	$6K	Hold	69	–	–	﹤0.01%	481
2020 Q4	$6K	Hold	69	–	–	﹤0.01%	490
2020 Q3	$6K	Hold	69	–	–	﹤0.01%	429
2020 Q2	$5K	Sell	69 -345	-83%	-$25K	﹤0.01%	440
2020 Q1	$30K	Hold	414	–	–	0.01%	198
2019 Q4	$31K	Hold	414	–	–	﹤0.01%	253
2019 Q3	$29K	Buy	414 +345	+500%	+$24.5K	﹤0.01%	225
2019 Q2	$5K	Hold	69	–	–	﹤0.01%	319
2019 Q1	$4K	Hold	69	–	–	﹤0.01%	415
2018 Q4	$4K	Buy	69 +6	+10%	+$322	﹤0.01%	305
2018 Q3	$3K	Sell	63 -586	-90%	-$29.3K	﹤0.01%	345
2018 Q2	$30K	Sell	649 -1,210	-65%	-$55.6K	0.01%	197
2018 Q1	$83K	Buy	1,859 +1,312	+240%	+$62.7K	0.02%	116
2017 Q4	$28K	Buy	+547	New	+$28.6K	0.01%	127

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JFL

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Lenox Wealth Advisors's TRI Position: Q1 2022 in Review

Lenox Wealth Advisors held its Thomson Reuters (TRI) position steady in Q1 2022 at 69 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Lenox Wealth Advisors first reported a position in TRI in Q4 2017 and has held it in 18 quarters since. The position peaked at $83K in Q1 2018. 384 funds tracked by Wall St. Rank hold TRI as of Q1 2022.

Lenox Wealth Advisors held 69 shares of Thomson Reuters worth $8K as of Q1 2022.
Lenox Wealth Advisors left its Thomson Reuters share count unchanged in Q1 2022.
Thomson Reuters made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #521 holding.
Lenox Wealth Advisors first reported a position in Thomson Reuters in Q4 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's Thomson Reuters position peaked at $83K in Q1 2018.
384 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.