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RGT Wealth Advisors’s Thomson Reuters TRI Stock Holding History

RGT 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
2022
Q1 		– Sell
-37
Closed -$5K – 317
2021
Q4 		$5K Buy
+37
New +$4.61K ﹤0.01% 263

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

RGT Wealth Advisors's TRI Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Thomson Reuters (TRI) in Q1 2022, closing a stake of 37 shares — an estimated $5K sold.

RGT Wealth Advisors first reported a position in TRI in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 384 funds tracked by Wall St. Rank hold TRI as of Q1 2022.

  • RGT Wealth Advisors reported no remaining Thomson Reuters position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 37 Thomson Reuters shares in Q1 2022, an estimated $5K.
  • RGT Wealth Advisors first reported a position in Thomson Reuters in Q4 2021 and held it in 1 quarter.
  • RGT Wealth Advisors's Thomson Reuters position peaked at $5K in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.