Prestige Wealth Management Group’s Thomson Reuters TRI Stock Holding History

Prestige Wealth Management Group’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
2020 Q4	–	Sell	-30	Closed	-$3K	–	1036
2020 Q3	$3K	Hold	30	–	–	﹤0.01%	646
2020 Q2	$2K	Hold	30	–	–	﹤0.01%	708
2020 Q1	$2K	Buy	30 +26	+650%	+$2.03K	﹤0.01%	682
2019 Q4	$0	Sell	4 -14	-78%	-$1.02K	﹤0.01%	671
2019 Q3	$1K	Buy	+18	New	+$1.28K	﹤0.01%	563
2019 Q1	–	Sell	-141	Closed	-$7K	–	1081
2018 Q4	$7K	Buy	+141	New	+$7.56K	0.01%	523

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TGHSA

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

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

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

Prestige Wealth Management Group's TRI Position: Q4 2020 in Review

Prestige Wealth Management Group sold out of Thomson Reuters (TRI) in Q4 2020, closing a stake of 30 shares — an estimated $3K sold.

Prestige Wealth Management Group first reported a position in TRI in Q4 2018 and held it in 6 quarters. The position peaked at $7K in Q4 2018. 349 funds tracked by Wall St. Rank hold TRI as of Q4 2020.

Prestige Wealth Management Group reported no remaining Thomson Reuters position as of Q4 2020 after selling out during the quarter.
Prestige Wealth Management Group sold 30 Thomson Reuters shares in Q4 2020, an estimated $3K.
Prestige Wealth Management Group first reported a position in Thomson Reuters in Q4 2018 and held it in 6 quarters.
Prestige Wealth Management Group's Thomson Reuters position peaked at $7K in Q4 2018.
349 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2020.

Based on Prestige Wealth Management Group's 13F filing for Q4 2020, filed 17 Feb 2021.