SYSTM Wealth Solutions’s Thomson Reuters TRI Stock Holding History

SYSTM Wealth Solutions’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	-838	Closed	-$143K	–	587
2024 Q2	$143K	Sell	838 -2,301	-73%	-$381K	0.03%	217
2024 Q1	$497K	Sell	3,139 -223	-7%	-$34.7K	0.06%	285
2023 Q4	$499K	Buy	3,362 +125	+4%	+$16.9K	0.07%	276
2023 Q3	$402K	Sell	3,237 -152	-4%	-$20K	0.06%	314
2023 Q2	$465K	Buy	3,389 +323	+11%	+$43.3K	0.06%	325
2023 Q1	$420K	Buy	3,066 +123	+4%	+$15.7K	0.06%	326
2022 Q4	$354K	Buy	+2,943	New	+$339K	0.04%	395

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JFL

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

SYSTM Wealth Solutions's TRI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Thomson Reuters (TRI) in Q3 2024, closing a stake of 838 shares — an estimated $143K sold.

SYSTM Wealth Solutions first reported a position in TRI in Q4 2022 and held it in 7 quarters. The position peaked at $499K in Q4 2023. 480 funds tracked by Wall St. Rank hold TRI as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Thomson Reuters position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 838 Thomson Reuters shares in Q3 2024, an estimated $143K.
SYSTM Wealth Solutions first reported a position in Thomson Reuters in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Thomson Reuters position peaked at $499K in Q4 2023.
480 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.