Mount Yale Investment Advisors’s Thomson Reuters TRI Stock Holding History

Mount Yale Investment 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
2024 Q3	–	Sell	-9,575	Closed	-$1.64M	–	605
2024 Q2	$1.64M	Sell	9,575 -3,314	-26%	-$549K	0.13%	150
2024 Q1	$2.04M	Sell	12,889 -761	-6%	-$118K	0.16%	128
2023 Q4	$2.03M	Sell	13,650 -339	-2%	-$45.8K	0.19%	121
2023 Q3	$1.74M	Sell	13,989 -313	-2%	-$41.3K	0.19%	122
2023 Q2	$1.96M	Sell	14,302 -413	-3%	-$55.4K	0.21%	110
2023 Q1	$2.02M	Sell	14,715 -149	-1%	-$19K	0.23%	104
2022 Q4	$1.79M	Buy	+14,864	New	+$1.71M	0.2%	111
2022 Q3	–	Sell	-2,703	Closed	-$297K	–	481
2022 Q2	$297K	Buy	+2,703	New	+$286K	0.04%	355

Other funds holding TRI

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

Mount Yale Investment Advisors's TRI Position: Q3 2024 in Review

Mount Yale Investment Advisors sold out of Thomson Reuters (TRI) in Q3 2024, closing a stake of 9,575 shares — an estimated $1.64M sold.

Mount Yale Investment Advisors first reported a position in TRI in Q2 2022 and held it in 8 quarters. The position peaked at $2.04M in Q1 2024. 481 funds tracked by Wall St. Rank hold TRI as of Q3 2024.

Mount Yale Investment Advisors reported no remaining Thomson Reuters position as of Q3 2024 after selling out during the quarter.
Mount Yale Investment Advisors sold 9,575 Thomson Reuters shares in Q3 2024, an estimated $1.64M.
Mount Yale Investment Advisors first reported a position in Thomson Reuters in Q2 2022 and held it in 8 quarters.
Mount Yale Investment Advisors's Thomson Reuters position peaked at $2.04M in Q1 2024.
481 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.