RJFSA
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Raymond James Financial Services Advisors’s Thomson Reuters TRI Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$994K Sell
5,738
-352
-6% -$59.4K ﹤0.01% 2171
2024
Q2 		$1.04M Sell
6,090
-138
-2% -$22.9K ﹤0.01% 2061
2024
Q1 		$986K Sell
6,228
-65
-1% -$10.1K ﹤0.01% 2072
2023
Q4 		$935K Sell
6,293
-203
-3% -$27.4K ﹤0.01% 2022
2023
Q3 		$807K Sell
6,496
-282
-4% -$37.2K ﹤0.01% 2030
2023
Q2 		$929K Buy
6,778
+231
+4% +$31K ﹤0.01% 1972
2023
Q1 		$898K Sell
6,547
-172
-3% -$21.9K ﹤0.01% 1973
2022
Q4 		$808K Sell
6,719
-1,256
-16% -$145K ﹤0.01% 1982
2022
Q3 		$862K Sell
7,975
-1,934
-20% -$224K ﹤0.01% 1904
2022
Q2 		$1.09M Sell
9,909
-570
-5% -$60.4K ﹤0.01% 1782
2022
Q1 		$1.2M Sell
10,479
-81
-0.8% -$9.04K ﹤0.01% 1822
2021
Q4 		$1.33M Sell
10,560
-138
-1% -$17.2K ﹤0.01% 1786
2021
Q3 		$1.25M Sell
10,698
-662
-6% -$77.2K ﹤0.01% 1807
2021
Q2 		$1.19M Sell
11,360
-994
-8% -$99.6K ﹤0.01% 1839
2021
Q1 		$1.14M Sell
12,354
-728
-6% -$64.8K ﹤0.01% 1762
2020
Q4 		$1.13M Sell
13,082
-2,018
-13% -$173K ﹤0.01% 1630
2020
Q3 		$1.27M Buy
15,100
+1,322
+10% +$103K ﹤0.01% 1402
2020
Q2 		$986K Sell
13,778
-2,820
-17% -$204K ﹤0.01% 1496
2020
Q1 		$1.19M Sell
16,598
-21,947
-57% -$1.71M 0.01% 1118
2019
Q4 		$2.9M Buy
38,545
+1,060
+3% +$77.2K 0.01% 984
2019
Q3 		$2.64M Buy
37,485
+5,792
+18% +$411K 0.01% 971
2019
Q2 		$2.15M Buy
31,693
+9,104
+40% +$603K 0.01% 1071
2019
Q1 		$1.41M Buy
22,589
+13,329
+144% +$744K 0.01% 1258
2018
Q4 		$471K Sell
9,260
-855
-8% -$45.8K ﹤0.01% 1715
2018
Q3 		$536K Buy
10,115
+434
+4% +$21.7K ﹤0.01% 1854
2018
Q2 		$453K Sell
9,681
-842
-8% -$38.7K ﹤0.01% 1941
2018
Q1 		$472K Buy
10,523
+1,734
+20% +$82.9K ﹤0.01% 1752
2017
Q4 		$445K Buy
8,789
+3,285
+60% +$172K ﹤0.01% 1773
2017
Q3 		$293K Sell
5,504
-2,853
-34% -$152K ﹤0.01% 2034
2017
Q2 		$449K Buy
8,357
+1,654
+25% +$84.8K ﹤0.01% 1741
2017
Q1 		$336K Buy
6,703
+1,234
+23% +$63K ﹤0.01% 1832
2016
Q4 		$278K Sell
5,469
-272
-5% -$13.3K ﹤0.01% 1845
2016
Q3 		$276K Sell
5,741
-1
-0% -$48 ﹤0.01% 1844
2016
Q2 		$269K Buy
+5,742
New +$274K ﹤0.01% 1783
2016
Q1 		– Sell
-15,605
Closed -$685K – 2170
2015
Q4 		$685K Sell
15,605
-110
-0.7% -$5.11K 0.01% 1068
2015
Q3 		$734K Buy
+15,715
New +$717K 0.01% 876

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Raymond James Financial Services Advisors's TRI Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Thomson Reuters (TRI) stake by 5.8% in Q3 2024, selling an estimated $59.4K and leaving 5,738 shares worth $994K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

Raymond James Financial Services Advisors first reported a position in TRI in Q3 2015 and has held it in 36 quarters since. The position peaked at $2.9M in Q4 2019. 480 funds tracked by Wall St. Rank hold TRI as of Q3 2024.

  • Raymond James Financial Services Advisors held 5,738 shares of Thomson Reuters worth $994K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 352 Thomson Reuters shares in Q3 2024, an estimated $59.4K.
  • Thomson Reuters made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2171 holding.
  • Raymond James Financial Services Advisors first reported a position in Thomson Reuters in Q3 2015 and has held it in 36 quarters since.
  • Raymond James Financial Services Advisors's Thomson Reuters position peaked at $2.9M in Q4 2019.
  • 480 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.