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Old North State Wealth Management’s Thomson Reuters TRI Stock Holding History

Old North State Wealth Management’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
2025
Q3 		– Sell
-989
Closed -$202K – 128
2025
Q2 		$202K Buy
+989
New +$188K 0.11% 120

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LFC
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SFC
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JFL
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Old North State Wealth Management's TRI Position: Q3 2025 in Review

Old North State Wealth Management sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 989 shares — an estimated $202K sold.

Old North State Wealth Management first reported a position in TRI in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Old North State Wealth Management reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • Old North State Wealth Management sold 989 Thomson Reuters shares in Q3 2025, an estimated $202K.
  • Old North State Wealth Management first reported a position in Thomson Reuters in Q2 2025 and held it in 1 quarter.
  • Old North State Wealth Management's Thomson Reuters position peaked at $202K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Old North State Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.