Stratos Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Stratos Wealth Advisors’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 Q3	–	Sell	-2,765	Closed	-$304K	–	537
2022 Q2	$304K	Hold	2,765	–	–	0.03%	435
2022 Q1	$317K	Hold	2,765	–	–	0.03%	443
2021 Q4	$348K	Sell	2,765 -540	-16%	-$67.2K	0.03%	441
2021 Q3	$385K	Buy	3,305 +340	+11%	+$39.6K	0.03%	399
2021 Q2	$310K	Hold	2,965	–	–	0.03%	435
2021 Q1	$274K	Buy	2,965 +267	+10%	+$23.8K	0.03%	413
2020 Q4	$233K	Buy	+2,698	New	+$231K	0.03%	359

Other funds holding TRI

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

JFL

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

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

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Stratos Wealth Advisors's TRI Position: Q3 2022 in Review

Stratos Wealth Advisors sold out of Thomson Reuters (TRI) in Q3 2022, closing a stake of 2,765 shares — an estimated $304K sold.

Stratos Wealth Advisors first reported a position in TRI in Q4 2020 and held it in 7 quarters. The position peaked at $385K in Q3 2021. 378 funds tracked by Wall St. Rank hold TRI as of Q3 2022.

Stratos Wealth Advisors reported no remaining Thomson Reuters position as of Q3 2022 after selling out during the quarter.
Stratos Wealth Advisors sold 2,765 Thomson Reuters shares in Q3 2022, an estimated $304K.
Stratos Wealth Advisors first reported a position in Thomson Reuters in Q4 2020 and held it in 7 quarters.
Stratos Wealth Advisors's Thomson Reuters position peaked at $385K in Q3 2021.
378 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2022.

Based on Stratos Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.