Sowell Financial Services’s Thomson Reuters TRI Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-446	Closed	-$45K	–	2529
2021 Q1	$45K	Buy	446 +78	+21%	+$6.94K	﹤0.01%	1704
2020 Q4	$32K	Hold	368	–	–	﹤0.01%	1562
2020 Q3	$31K	Sell	368 -107	-23%	-$8.33K	﹤0.01%	1375
2020 Q2	$34K	Buy	475 +135	+40%	+$9.76K	﹤0.01%	1293
2020 Q1	$24K	Buy	340 +53	+18%	+$4.13K	﹤0.01%	1333
2019 Q4	$22K	Sell	287 -2,456	-90%	-$179K	﹤0.01%	1408
2019 Q3	$193K	Buy	+2,743	New	+$195K	0.02%	656

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFL

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Sowell Financial Services's TRI Position: Q2 2021 in Review

Sowell Financial Services sold out of Thomson Reuters (TRI) in Q2 2021, closing a stake of 446 shares — an estimated $45K sold.

Sowell Financial Services first reported a position in TRI in Q3 2019 and held it in 7 quarters. The position peaked at $193K in Q3 2019. 371 funds tracked by Wall St. Rank hold TRI as of Q2 2021.

Sowell Financial Services reported no remaining Thomson Reuters position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 446 Thomson Reuters shares in Q2 2021, an estimated $45K.
Sowell Financial Services first reported a position in Thomson Reuters in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Thomson Reuters position peaked at $193K in Q3 2019.
371 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.