TCWP’s Thomson Reuters TRI Stock Holding History

TCWP’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 Q2	–	Sell	-22	Closed	-$2K	–	1609
2022 Q1	$2K	Buy	+22	New	+$2.46K	﹤0.01%	1391

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

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

TCWP's TRI Position: Q2 2022 in Review

TCWP sold out of Thomson Reuters (TRI) in Q2 2022, closing a stake of 22 shares — an estimated $2K sold.

TCWP first reported a position in TRI in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 388 funds tracked by Wall St. Rank hold TRI as of Q2 2022.

TCWP reported no remaining Thomson Reuters position as of Q2 2022 after selling out during the quarter.
TCWP sold 22 Thomson Reuters shares in Q2 2022, an estimated $2K.
TCWP first reported a position in Thomson Reuters in Q1 2022 and held it in 1 quarter.
TCWP's Thomson Reuters position peaked at $2K in Q1 2022.
388 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.