SSC
TRI icon

Syverson Strege & Co’s Thomson Reuters TRI Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-11
Closed -$1.56K – 571
2023
Q1 		$1.56K Buy
+11
New +$1.4K ﹤0.01% 536

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Syverson Strege & Co's TRI Position: Q2 2023 in Review

Syverson Strege & Co sold out of Thomson Reuters (TRI) in Q2 2023, closing a stake of 11 shares — an estimated $1.56K sold.

Syverson Strege & Co first reported a position in TRI in Q1 2023 and held it in 1 quarter. The position peaked at $1.56K in Q1 2023. 391 funds tracked by Wall St. Rank hold TRI as of Q2 2023.

  • Syverson Strege & Co reported no remaining Thomson Reuters position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 11 Thomson Reuters shares in Q2 2023, an estimated $1.56K.
  • Syverson Strege & Co first reported a position in Thomson Reuters in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's Thomson Reuters position peaked at $1.56K in Q1 2023.
  • 391 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.