Sigma Planning Corp’s Thomson Reuters TRI Stock Holding History

Sigma Planning Corp’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
2022 Q1	–	Sell	-1,869	Closed	-$236K	–	1494
2021 Q4	$236K	Buy	+1,869	New	+$233K	0.01%	1206
2020 Q1	–	Sell	-8,750	Closed	-$660K	–	1100
2019 Q4	$660K	Buy	8,750 +747	+9%	+$54.4K	0.03%	510
2019 Q3	$564K	Buy	8,003 +2,037	+34%	+$145K	0.03%	540
2019 Q2	$405K	Buy	5,966 +14	+0.2%	+$927	0.02%	620
2019 Q1	$371K	Buy	+5,952	New	+$332K	0.02%	598

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Sigma Planning Corp's TRI Position: Q1 2022 in Review

Sigma Planning Corp sold out of Thomson Reuters (TRI) in Q1 2022, closing a stake of 1,869 shares — an estimated $236K sold.

Sigma Planning Corp first reported a position in TRI in Q1 2019 and held it in 5 quarters. The position peaked at $660K in Q4 2019. 384 funds tracked by Wall St. Rank hold TRI as of Q1 2022.

Sigma Planning Corp reported no remaining Thomson Reuters position as of Q1 2022 after selling out during the quarter.
Sigma Planning Corp sold 1,869 Thomson Reuters shares in Q1 2022, an estimated $236K.
Sigma Planning Corp first reported a position in Thomson Reuters in Q1 2019 and held it in 5 quarters.
Sigma Planning Corp's Thomson Reuters position peaked at $660K in Q4 2019.
384 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2022.

Based on Sigma Planning Corp's 13F filing for Q1 2022, filed 20 Apr 2022.