Plante Moran Financial Advisors’s Thomson Reuters TRI Stock Holding History

Plante Moran Financial 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
2023 Q3	–	Sell	-368	Closed	-$50.5K	–	856
2023 Q2	$50.5K	Hold	368	–	–	0.01%	300
2023 Q1	$50.5K	Buy	+368	New	+$46.9K	0.01%	291
2018 Q2	–	Sell	-1,065	Closed	-$48K	–	968
2018 Q1	$48K	Buy	1,065 +613	+136%	+$29.3K	0.03%	353
2017 Q4	$23K	Sell	452 -455	-50%	-$23.8K	0.01%	479
2017 Q3	$48K	Hold	907	–	–	0.03%	317
2017 Q2	$49K	Buy	907 +452	+99%	+$23.2K	0.03%	323
2017 Q1	$23K	Sell	455 -354	-44%	-$18.1K	0.01%	455
2016 Q4	$41K	Hold	809	–	–	0.03%	363
2016 Q3	$39K	Hold	809	–	–	0.03%	371
2016 Q2	$38K	Buy	809 +183	+29%	+$8.72K	0.03%	332
2016 Q1	$29K	Sell	626 -137	-18%	-$5.89K	0.02%	335
2015 Q4	$34K	Hold	763	–	–	0.03%	363
2015 Q3	$36K	Hold	763	–	–	0.03%	310
2015 Q2	$34K	Hold	763	–	–	0.02%	348
2015 Q1	$36K	Hold	763	–	–	0.03%	328
2014 Q4	$36K	Hold	763	–	–	0.03%	327
2014 Q3	$32K	Buy	763 +62	+9%	+$2.68K	0.03%	326
2014 Q2	$30K	Buy	+701	New	+$28.7K	0.03%	312

Other funds holding TRI

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

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

JFL

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

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

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

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

Plante Moran Financial Advisors's TRI Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Thomson Reuters (TRI) in Q3 2023, closing a stake of 368 shares — an estimated $50.5K sold.

Plante Moran Financial Advisors first reported a position in TRI in Q2 2014 and held it in 18 quarters. The position peaked at $50.5K in Q1 2023. 400 funds tracked by Wall St. Rank hold TRI as of Q3 2023.

Plante Moran Financial Advisors reported no remaining Thomson Reuters position as of Q3 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 368 Thomson Reuters shares in Q3 2023, an estimated $50.5K.
Plante Moran Financial Advisors first reported a position in Thomson Reuters in Q2 2014 and held it in 18 quarters.
Plante Moran Financial Advisors's Thomson Reuters position peaked at $50.5K in Q1 2023.
400 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.