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Regent Peak Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-725
Closed -$63K – 904
2020
Q4 		$63K Buy
+725
New +$62.1K 0.02% 278

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Regent Peak Wealth Advisors's TRI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Thomson Reuters (TRI) in Q1 2021, closing a stake of 725 shares — an estimated $63K sold.

Regent Peak Wealth Advisors first reported a position in TRI in Q4 2020 and held it in 1 quarter. The position peaked at $63K in Q4 2020. 365 funds tracked by Wall St. Rank hold TRI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Thomson Reuters position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 725 Thomson Reuters shares in Q1 2021, an estimated $63K.
  • Regent Peak Wealth Advisors first reported a position in Thomson Reuters in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Thomson Reuters position peaked at $63K in Q4 2020.
  • 365 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.