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Next Financial Group’s Thomson Reuters TRI Stock Holding History

Next Financial 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 		$18K Buy
138
+11
+9% +$1.37K ﹤0.01% 1940
2021
Q3 		$15K Sell
127
-9
-7% -$1.05K ﹤0.01% 1908
2021
Q2 		$15K Sell
136
-4
-3% -$401 ﹤0.01% 1857
2021
Q1 		$13K Hold
140
– – ﹤0.01% 1809
2020
Q4 		$12K Buy
140
+117
+509% +$10K ﹤0.01% 1730
2020
Q3 		$2K Buy
+23
New +$1.79K ﹤0.01% 2055
2020
Q2 		– Sell
-759
Closed -$54K – 1791
2020
Q1 		$54K Buy
759
+261
+52% +$20.3K 0.01% 976
2019
Q4 		$38K Sell
498
-1,134
-69% -$82.6K ﹤0.01% 1304
2019
Q3 		$115K Sell
1,632
-864
-35% -$61.4K 0.01% 861
2019
Q2 		$170K Buy
+2,496
New +$165K 0.02% 727
2017
Q4 		– Sell
-388
Closed -$21K – 1317
2017
Q3 		$21K Sell
388
-258
-40% -$13.8K 0.01% 962
2017
Q2 		$35K Hold
646
– – 0.01% 883
2017
Q1 		$34K Sell
646
-32
-5% -$1.63K 0.01% 849
2016
Q4 		$34K Hold
678
– – 0.01% 1115
2016
Q3 		$33K Buy
678
+32
+5% +$1.55K 0.01% 1133
2016
Q2 		$30K Sell
646
-154
-19% -$7.34K 0.01% 812
2016
Q1 		$37K Sell
800
-129
-14% -$5.55K 0.01% 721
2015
Q4 		$40K Sell
929
-86
-8% -$4K 0.01% 690
2015
Q3 		$47K Hold
1,015
– – 0.02% 650
2015
Q2 		$44K Sell
1,015
-86
-8% -$4.03K 0.02% 715
2015
Q1 		$51K Sell
1,101
-151
-12% -$6.93K 0.02% 655
2014
Q4 		$59K Buy
1,252
+272
+28% +$12K 0.02% 608
2014
Q3 		$41K Buy
980
+948
+2,963% +$41K 0.01% 1053
2014
Q2 		$1K Buy
+32
New +$1.31K ﹤0.01% 1171

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $83.3B AUM 31.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Next Financial Group's TRI Position: Q4 2021 in Review

Next Financial Group increased its Thomson Reuters (TRI) stake by 8.7% in Q4 2021, buying an estimated $1.37K and bringing the position to 138 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Next Financial Group first reported a position in TRI in Q2 2014 and has held it in 24 quarters since. The position peaked at $170K in Q2 2019. 398 funds tracked by Wall St. Rank hold TRI as of Q4 2021.

  • Next Financial Group held 138 shares of Thomson Reuters worth $18K as of Q4 2021.
  • Next Financial Group bought 11 Thomson Reuters shares in Q4 2021, an estimated $1.37K.
  • Thomson Reuters made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1940 holding.
  • Next Financial Group first reported a position in Thomson Reuters in Q2 2014 and has held it in 24 quarters since.
  • Next Financial Group's Thomson Reuters position peaked at $170K in Q2 2019.
  • 398 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.