Quotient Wealth Partners’s Thomson Reuters TRI Stock Holding History

Quotient 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
2025 Q3	–	Sell	-1,108	Closed	-$226K	–	367
2025 Q2	$226K	Buy	+1,108	New	+$211K	0.01%	324
2025 Q1	–	Sell	-1,345	Closed	-$219K	–	350
2024 Q4	$219K	Sell	1,345 -78	-5%	-$13.1K	0.01%	307
2024 Q3	$247K	Sell	1,423 -723	-34%	-$122K	0.01%	283
2024 Q2	$367K	Sell	2,146 -2,615	-55%	-$433K	0.01%	212
2024 Q1	$754K	Sell	4,761 -1,681	-26%	-$262K	0.03%	134
2023 Q4	$957K	Buy	+6,442	New	+$870K	0.04%	122

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

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

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

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

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

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

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

SFC

SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return

JFL

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

Quotient Wealth Partners's TRI Position: Q3 2025 in Review

Quotient Wealth Partners sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,108 shares — an estimated $226K sold.

Quotient Wealth Partners first reported a position in TRI in Q4 2023 and held it in 6 quarters. The position peaked at $957K in Q4 2023. 522 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Quotient Wealth Partners reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
Quotient Wealth Partners sold 1,108 Thomson Reuters shares in Q3 2025, an estimated $226K.
Quotient Wealth Partners first reported a position in Thomson Reuters in Q4 2023 and held it in 6 quarters.
Quotient Wealth Partners's Thomson Reuters position peaked at $957K in Q4 2023.
522 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Quotient Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.