Schechter Investment Advisors’s Thomson Reuters TRI Stock Holding History

Schechter Investment 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
2025 Q1	$274K	Sell	1,563 -248	-14%	-$42.8K	0.02%	487
2024 Q4	$295K	Buy	1,811 +51	+3%	+$8.59K	0.02%	495
2024 Q3	$305K	Buy	1,760 +72	+4%	+$12.2K	0.02%	492
2024 Q2	$289K	Buy	1,688 +34	+2%	+$5.64K	0.02%	482
2024 Q1	$262K	Buy	1,654 +49	+3%	+$7.62K	0.02%	522
2023 Q4	$239K	Sell	1,605 -24	-1%	-$3.24K	0.02%	511
2023 Q3	$203K	Sell	1,629 -41	-2%	-$5.4K	0.02%	548
2023 Q2	$229K	Sell	1,670 -94	-5%	-$12.6K	0.02%	554
2023 Q1	$242K	Buy	1,764 +75	+4%	+$9.56K	0.02%	573
2022 Q4	$203K	Buy	+1,689	New	+$195K	0.02%	759

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JFL

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Schechter Investment Advisors's TRI Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Thomson Reuters (TRI) stake by 14% in Q1 2025, selling an estimated $42.8K and leaving 1,563 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #487.

Schechter Investment Advisors first reported a position in TRI in Q4 2022 and has held it in 10 quarters since. The position peaked at $305K in Q3 2024. 498 funds tracked by Wall St. Rank hold TRI as of Q1 2025.

Schechter Investment Advisors held 1,563 shares of Thomson Reuters worth $274K as of Q1 2025.
Schechter Investment Advisors sold 248 Thomson Reuters shares in Q1 2025, an estimated $42.8K.
Thomson Reuters made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #487 holding.
Schechter Investment Advisors first reported a position in Thomson Reuters in Q4 2022 and has held it in 10 quarters since.
Schechter Investment Advisors's Thomson Reuters position peaked at $305K in Q3 2024.
498 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.