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Okabena Investment Services’s Thomson Reuters TRI Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-21
Closed -$2.86K – 236
2023
Q1 		$2.86K Sell
21
-33
-61% -$4.21K ﹤0.01% 153
2022
Q4 		$3.55K Buy
+54
New +$6.22K ﹤0.01% 170

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Okabena Investment Services's TRI Position: Q2 2023 in Review

Okabena Investment Services sold out of Thomson Reuters (TRI) in Q2 2023, closing a stake of 21 shares — an estimated $2.86K sold.

Okabena Investment Services first reported a position in TRI in Q4 2022 and held it in 2 quarters. The position peaked at $3.55K in Q4 2022. 391 funds tracked by Wall St. Rank hold TRI as of Q2 2023.

  • Okabena Investment Services reported no remaining Thomson Reuters position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 21 Thomson Reuters shares in Q2 2023, an estimated $2.86K.
  • Okabena Investment Services first reported a position in Thomson Reuters in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's Thomson Reuters position peaked at $3.55K in Q4 2022.
  • 391 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.