Realta Investment Advisors’s Thomson Reuters TRI Stock Holding History

Realta Investment 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
2020 Q1	–	Sell	-64	Closed	-$5K	–	1289
2019 Q4	$5K	Hold	64	–	–	﹤0.01%	1351
2019 Q3	$5K	Sell	64 -35	-35%	-$2.48K	﹤0.01%	1338
2019 Q2	$8K	Buy	99 +52	+111%	+$3.44K	﹤0.01%	1227
2019 Q1	$3K	Buy	+47	New	+$2.63K	﹤0.01%	1181

Other funds holding TRI

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Realta Investment Advisors's TRI Position: Q1 2020 in Review

Realta Investment Advisors sold out of Thomson Reuters (TRI) in Q1 2020, closing a stake of 64 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in TRI in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q2 2019. 322 funds tracked by Wall St. Rank hold TRI as of Q1 2020.

Realta Investment Advisors reported no remaining Thomson Reuters position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 64 Thomson Reuters shares in Q1 2020, an estimated $5K.
Realta Investment Advisors first reported a position in Thomson Reuters in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's Thomson Reuters position peaked at $8K in Q2 2019.
322 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.