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Safeguard Investment Advisory Group’s Thomson Reuters TRI Stock Holding History

Safeguard Investment Advisory Group’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
-25
Closed -$2K – 655
2020
Q4 		$2K Buy
+25
New +$2.14K ﹤0.01% 645

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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 $1.9T AUM 41.92% 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 $123B AUM 34.51% 1-Year Est. Return

Safeguard Investment Advisory Group's TRI Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Thomson Reuters (TRI) in Q1 2021, closing a stake of 25 shares — an estimated $2K sold.

Safeguard Investment Advisory Group first reported a position in TRI in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 364 funds tracked by Wall St. Rank hold TRI as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Thomson Reuters position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 25 Thomson Reuters shares in Q1 2021, an estimated $2K.
  • Safeguard Investment Advisory Group first reported a position in Thomson Reuters in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Thomson Reuters position peaked at $2K in Q4 2020.
  • 364 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.