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Personal Capital Advisors’s Thomson Reuters TRI Stock Holding History

Personal Capital Advisors’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
2022
Q1 		– Sell
-1,938
Closed -$244K – 553
2021
Q4 		$244K Buy
1,938
+7
+0.4% +$872 ﹤0.01% 481
2021
Q3 		$225K Sell
1,931
-2
-0.1% -$233 ﹤0.01% 465
2021
Q2 		$202K Buy
+1,933
New +$194K ﹤0.01% 475

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Personal Capital Advisors's TRI Position: Q1 2022 in Review

Personal Capital Advisors sold out of Thomson Reuters (TRI) in Q1 2022, closing a stake of 1,938 shares — an estimated $244K sold.

Personal Capital Advisors first reported a position in TRI in Q2 2021 and held it in 3 quarters. The position peaked at $244K in Q4 2021. 384 funds tracked by Wall St. Rank hold TRI as of Q1 2022.

  • Personal Capital Advisors reported no remaining Thomson Reuters position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 1,938 Thomson Reuters shares in Q1 2022, an estimated $244K.
  • Personal Capital Advisors first reported a position in Thomson Reuters in Q2 2021 and held it in 3 quarters.
  • Personal Capital Advisors's Thomson Reuters position peaked at $244K in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.