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Personal CFO Solutions’s Thomson Reuters TRI Stock Holding History

Personal CFO Solutions’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
2024
Q2 		– Sell
-4,387
Closed -$694K – 599
2024
Q1 		$694K Buy
4,387
+24
+0.6% +$3.73K 0.11% 195
2023
Q4 		$648K Sell
4,363
-18
-0.4% -$2.43K 0.11% 183
2023
Q3 		$544K Buy
4,381
+6
+0.1% +$791 0.11% 182
2023
Q2 		$600K Buy
4,375
+194
+5% +$26K 0.12% 168
2023
Q1 		$573K Buy
+4,181
New +$533K 0.12% 167

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Personal CFO Solutions's TRI Position: Q2 2024 in Review

Personal CFO Solutions sold out of Thomson Reuters (TRI) in Q2 2024, closing a stake of 4,387 shares — an estimated $694K sold.

Personal CFO Solutions first reported a position in TRI in Q1 2023 and held it in 5 quarters. The position peaked at $694K in Q1 2024. 492 funds tracked by Wall St. Rank hold TRI as of Q2 2024.

  • Personal CFO Solutions reported no remaining Thomson Reuters position as of Q2 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 4,387 Thomson Reuters shares in Q2 2024, an estimated $694K.
  • Personal CFO Solutions first reported a position in Thomson Reuters in Q1 2023 and held it in 5 quarters.
  • Personal CFO Solutions's Thomson Reuters position peaked at $694K in Q1 2024.
  • 492 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.