Professional Financial Advisors’s Thomson Reuters TRI Stock Holding History

Professional 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
2022 Q4	–	Sell	-56	Closed	-$6K	–	425
2022 Q3	$6K	Buy	56 +1	+2%	+$116	﹤0.01%	349
2022 Q2	$6K	Hold	55	–	–	﹤0.01%	361
2022 Q1	$6K	Hold	55	–	–	﹤0.01%	363
2021 Q4	$7K	Hold	55	–	–	﹤0.01%	351
2021 Q3	$6K	Hold	55	–	–	﹤0.01%	311
2021 Q2	$6K	Buy	55 +1	+2%	+$100	﹤0.01%	316
2021 Q1	$5K	Hold	54	–	–	﹤0.01%	292
2020 Q4	$5K	Hold	54	–	–	﹤0.01%	289
2020 Q3	$4K	Buy	+54	New	+$4.2K	﹤0.01%	289

Other funds holding TRI

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

JFL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Professional Financial Advisors's TRI Position: Q4 2022 in Review

Professional Financial Advisors sold out of Thomson Reuters (TRI) in Q4 2022, closing a stake of 56 shares — an estimated $6K sold.

Professional Financial Advisors first reported a position in TRI in Q3 2020 and held it in 9 quarters. The position peaked at $7K in Q4 2021. 396 funds tracked by Wall St. Rank hold TRI as of Q4 2022.

Professional Financial Advisors reported no remaining Thomson Reuters position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 56 Thomson Reuters shares in Q4 2022, an estimated $6K.
Professional Financial Advisors first reported a position in Thomson Reuters in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Thomson Reuters position peaked at $7K in Q4 2021.
396 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.