Parisi Gray Wealth Management’s Thomson Reuters TRI Stock Holding History

Parisi Gray 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
2021 Q3	–	Sell	-95	Closed	-$10K	–	513
2021 Q2	$10K	Buy	+95	New	+$9.52K	﹤0.01%	452
2019 Q2	–	Sell	-95	Closed	-$6K	–	423
2019 Q1	$6K	Hold	95	–	–	﹤0.01%	441
2018 Q4	$5K	Buy	95 +9	+10%	+$482	﹤0.01%	478
2018 Q3	$5K	Hold	86	–	–	﹤0.01%	486
2018 Q2	$4K	Hold	86	–	–	﹤0.01%	520
2018 Q1	$4K	Hold	86	–	–	﹤0.01%	526
2017 Q4	$4K	Buy	+86	New	+$4.5K	﹤0.01%	573

Other funds holding TRI

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

JFL

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Parisi Gray Wealth Management's TRI Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Thomson Reuters (TRI) in Q3 2021, closing a stake of 95 shares — an estimated $10K sold.

Parisi Gray Wealth Management first reported a position in TRI in Q4 2017 and held it in 7 quarters. The position peaked at $10K in Q2 2021. 387 funds tracked by Wall St. Rank hold TRI as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Thomson Reuters position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 95 Thomson Reuters shares in Q3 2021, an estimated $10K.
Parisi Gray Wealth Management first reported a position in Thomson Reuters in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Thomson Reuters position peaked at $10K in Q2 2021.
387 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.