SeaCrest Wealth Management’s Thomson Reuters TRI Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-1,856	Closed	-$379K	–	673
2025 Q2	$379K	Sell	1,856 -59	-3%	-$11.2K	0.04%	393
2025 Q1	$336K	Buy	1,915 +387	+25%	+$66.8K	0.04%	443
2024 Q4	$249K	Hold	1,528	–	–	0.03%	550
2024 Q3	$265K	Sell	1,528 -216	-12%	-$36.5K	0.03%	528
2024 Q2	$299K	Buy	+1,744	New	+$289K	0.03%	461
2022 Q3	–	Sell	-503	Closed	-$55K	–	1442
2022 Q2	$55K	Buy	+503	New	+$53.3K	0.01%	1078
2019 Q2	–	Sell	-223	Closed	-$14K	–	1727
2019 Q1	$14K	Sell	223 -63	-22%	-$3.52K	﹤0.01%	1425
2018 Q4	$15K	Buy	286 +127	+80%	+$6.81K	﹤0.01%	1361
2018 Q3	$8K	Hold	159	–	–	﹤0.01%	1734
2018 Q2	$7K	Hold	159	–	–	﹤0.01%	1731
2018 Q1	$7K	Hold	159	–	–	﹤0.01%	1709
2017 Q4	$8K	Buy	+159	New	+$8.31K	﹤0.01%	1683

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

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

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

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

TFHU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

JFL

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

SeaCrest Wealth Management's TRI Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,856 shares — an estimated $379K sold.

SeaCrest Wealth Management first reported a position in TRI in Q4 2017 and held it in 12 quarters. The position peaked at $379K in Q2 2025. 523 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

SeaCrest Wealth Management reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
SeaCrest Wealth Management sold 1,856 Thomson Reuters shares in Q3 2025, an estimated $379K.
SeaCrest Wealth Management first reported a position in Thomson Reuters in Q4 2017 and held it in 12 quarters.
SeaCrest Wealth Management's Thomson Reuters position peaked at $379K in Q2 2025.
523 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on SeaCrest Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.