Sound View Wealth Advisors Group’s Thomson Reuters TRI Stock Holding History

Sound View Wealth Advisors 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
2025 Q4	–	Sell	-1,382	Closed	-$218K	–	437
2025 Q3	$218K	Hold	1,382	–	–	0.02%	406
2025 Q2	$282K	Sell	1,382 -3	-0.2%	-$571	0.02%	358
2025 Q1	$243K	Hold	1,385	–	–	0.02%	366
2024 Q4	$226K	Hold	1,385	–	–	0.02%	379
2024 Q3	$240K	Hold	1,385	–	–	0.02%	374
2024 Q2	$237K	Hold	1,385	–	–	0.02%	336
2024 Q1	$219K	Hold	1,385	–	–	0.02%	348
2023 Q4	$206K	Buy	+1,385	New	+$187K	0.02%	369
2023 Q1	–	Sell	-1,335	Closed	-$206K	–	406
2022 Q4	$206K	Buy	+1,335	New	+$154K	0.02%	369
2021 Q2	–	Sell	-4,252	Closed	-$392K	–	291
2021 Q1	$392K	Sell	4,252 -1,102	-21%	-$98.1K	0.09%	183
2020 Q4	$462K	Sell	5,354 -280	-5%	-$24K	0.11%	161
2020 Q3	$474K	Buy	5,634 +667	+13%	+$51.9K	0.12%	146
2020 Q2	$356K	Buy	+4,967	New	+$359K	0.1%	168

Other funds holding TRI

TWC

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

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

Sound View Wealth Advisors Group's TRI Position: Q4 2025 in Review

Sound View Wealth Advisors Group sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 1,382 shares — an estimated $218K sold.

Sound View Wealth Advisors Group first reported a position in TRI in Q2 2020 and held it in 13 quarters. The position peaked at $474K in Q3 2020. 504 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

Sound View Wealth Advisors Group reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
Sound View Wealth Advisors Group sold 1,382 Thomson Reuters shares in Q4 2025, an estimated $218K.
Sound View Wealth Advisors Group first reported a position in Thomson Reuters in Q2 2020 and held it in 13 quarters.
Sound View Wealth Advisors Group's Thomson Reuters position peaked at $474K in Q3 2020.
504 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.