Schwarz Dygos Wheeler Investment Advisors’s Thomson Reuters TRI Stock Holding History

Schwarz Dygos Wheeler 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 Q2	–	Sell	-1,337	Closed	-$235K	–	165
2025 Q1	$235K	Sell	1,337 -17	-1%	-$2.94K	0.06%	147
2024 Q4	$221K	Buy	1,354 +12	+0.9%	+$2.02K	0.05%	153
2024 Q3	$233K	Buy	+1,342	New	+$227K	0.06%	141
2024 Q1	–	Sell	-1,361	Closed	-$202K	–	157
2023 Q4	$202K	Buy	+1,361	New	+$184K	0.06%	143

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

SFC

SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's TRI Position: Q2 2025 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Thomson Reuters (TRI) in Q2 2025, closing a stake of 1,337 shares — an estimated $235K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in TRI in Q4 2023 and held it in 4 quarters. The position peaked at $235K in Q1 2025. 535 funds tracked by Wall St. Rank hold TRI as of Q2 2025.

Schwarz Dygos Wheeler Investment Advisors reported no remaining Thomson Reuters position as of Q2 2025 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 1,337 Thomson Reuters shares in Q2 2025, an estimated $235K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Thomson Reuters in Q4 2023 and held it in 4 quarters.
Schwarz Dygos Wheeler Investment Advisors's Thomson Reuters position peaked at $235K in Q1 2025.
535 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2025.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.