RVW Wealth’s Thomson Reuters TRI Stock Holding History

RVW Wealth’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	-126	Closed	-$15.7K	–	337
2023 Q3	$15.7K	Sell	126 -12,871	-99%	-$1.7M	﹤0.01%	334
2023 Q2	$1.78M	Buy	12,997 +464	+4%	+$62.3K	0.21%	51
2023 Q1	$1.72M	Sell	12,533 -113	-0.9%	-$14.4K	0.21%	51
2022 Q4	$1.52M	Buy	12,646 +126	+1%	+$14.5K	0.19%	55
2022 Q3	$1.35M	Hold	12,520	–	–	0.19%	64
2022 Q2	$1.38M	Sell	12,520 -25	-0.2%	-$2.65K	0.18%	66
2022 Q1	$1.44M	Buy	12,545 +25	+0.2%	+$2.79K	0.17%	63
2021 Q4	$1.58M	Buy	12,520 +113	+0.9%	+$14.1K	0.18%	59
2021 Q3	$1M	Hold	12,407	–	–	0.12%	81
2021 Q2	$1M	Hold	12,407	–	–	0.13%	74
2021 Q1	$1M	Sell	12,407 -6,204	-33%	-$552K	0.13%	99
2020 Q4	$2M	Sell	18,611 -12,407	-40%	-$1.06M	0.29%	48
2020 Q3	$2.61M	Buy	31,018 +18,611	+150%	+$1.45M	0.44%	41
2020 Q2	$889K	Buy	+12,407	New	+$897K	0.16%	61

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

RVW Wealth's TRI Position: Q4 2023 in Review

RVW Wealth sold out of Thomson Reuters (TRI) in Q4 2023, closing a stake of 126 shares — an estimated $15.7K sold.

RVW Wealth first reported a position in TRI in Q2 2020 and held it in 14 quarters. The position peaked at $2.61M in Q3 2020. 439 funds tracked by Wall St. Rank hold TRI as of Q4 2023.

RVW Wealth reported no remaining Thomson Reuters position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 126 Thomson Reuters shares in Q4 2023, an estimated $15.7K.
RVW Wealth first reported a position in Thomson Reuters in Q2 2020 and held it in 14 quarters.
RVW Wealth's Thomson Reuters position peaked at $2.61M in Q3 2020.
439 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.