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Principle Wealth Partners’s Thomson Reuters TRI Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-285
Closed -$20K – 398
2020
Q2 		$20K Buy
+285
New +$20.6K 0.01% 358

Other funds holding TRI

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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principle Wealth Partners's TRI Position: Q3 2020 in Review

Principle Wealth Partners sold out of Thomson Reuters (TRI) in Q3 2020, closing a stake of 285 shares — an estimated $20K sold.

Principle Wealth Partners first reported a position in TRI in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 320 funds tracked by Wall St. Rank hold TRI as of Q3 2020.

  • Principle Wealth Partners reported no remaining Thomson Reuters position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 285 Thomson Reuters shares in Q3 2020, an estimated $20K.
  • Principle Wealth Partners first reported a position in Thomson Reuters in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Thomson Reuters position peaked at $20K in Q2 2020.
  • 320 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.