Rise Advisors’s Thomson Reuters TRI Stock Holding History

Rise 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
2023 Q4	–	Sell	-1	Closed	-$113	–	668
2023 Q3	$113	Sell	1 -8	-89%	-$1.05K	﹤0.01%	626
2023 Q2	$1.2K	Hold	9	–	–	﹤0.01%	562
2023 Q1	$1.2K	Hold	9	–	–	﹤0.01%	638
2022 Q4	$1.04K	Hold	9	–	–	﹤0.01%	646
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	681
2022 Q2	$1K	Buy	+9	New	+$953	﹤0.01%	681

Other funds holding TRI

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

JFL

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Rise Advisors's TRI Position: Q4 2023 in Review

Rise Advisors sold out of Thomson Reuters (TRI) in Q4 2023, closing a stake of 1 share — an estimated $113 sold.

Rise Advisors first reported a position in TRI in Q2 2022 and held it in 6 quarters. The position peaked at $1.2K in Q2 2023. 439 funds tracked by Wall St. Rank hold TRI as of Q4 2023.

Rise Advisors reported no remaining Thomson Reuters position as of Q4 2023 after selling out during the quarter.
Rise Advisors sold 1 Thomson Reuters share in Q4 2023, an estimated $113.
Rise Advisors first reported a position in Thomson Reuters in Q2 2022 and held it in 6 quarters.
Rise Advisors's Thomson Reuters position peaked at $1.2K in Q2 2023.
439 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.