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Patriot Financial Group Insurance Agency’s Thomson Reuters TRI Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-92
Closed -$11K – 2258
2021
Q3 		$11K Hold
92
– – ﹤0.01% 1452
2021
Q2 		$10K Buy
+92
New +$9.22K ﹤0.01% 1456

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 $115B AUM 41.58% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TRI Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Thomson Reuters (TRI) in Q4 2021, closing a stake of 92 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in TRI in Q2 2021 and held it in 2 quarters. The position peaked at $11K in Q3 2021. 398 funds tracked by Wall St. Rank hold TRI as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Thomson Reuters position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 92 Thomson Reuters shares in Q4 2021, an estimated $11K.
  • Patriot Financial Group Insurance Agency first reported a position in Thomson Reuters in Q2 2021 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Thomson Reuters position peaked at $11K in Q3 2021.
  • 398 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.