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Spectrum Wealth Counsel’s Thomson Reuters TRI Stock Holding History

Spectrum Wealth Counsel’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
2024
Q3 		– Sell
-264
Closed -$45.2K – 439
2024
Q2 		$45.2K Sell
264
-32
-11% -$5.3K 0.01% 212
2024
Q1 		$46.9K Sell
296
-11
-4% -$1.71K 0.01% 213
2023
Q4 		$45.6K Buy
+307
New +$41.5K 0.01% 197

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Spectrum Wealth Counsel's TRI Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of Thomson Reuters (TRI) in Q3 2024, closing a stake of 264 shares — an estimated $45.2K sold.

Spectrum Wealth Counsel first reported a position in TRI in Q4 2023 and held it in 3 quarters. The position peaked at $46.9K in Q1 2024. 481 funds tracked by Wall St. Rank hold TRI as of Q3 2024.

  • Spectrum Wealth Counsel reported no remaining Thomson Reuters position as of Q3 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 264 Thomson Reuters shares in Q3 2024, an estimated $45.2K.
  • Spectrum Wealth Counsel first reported a position in Thomson Reuters in Q4 2023 and held it in 3 quarters.
  • Spectrum Wealth Counsel's Thomson Reuters position peaked at $46.9K in Q1 2024.
  • 481 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.