TD Ameritrade Investment Management’s Thomson Reuters TRI Stock Holding History

TD Ameritrade Investment Management’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	-9	Closed	-$1K	–	604
2023 Q1	$1K	Hold	9	–	–	﹤0.01%	575
2022 Q4	$1K	Sell	9 -16	-64%	-$1.84K	﹤0.01%	574
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	482
2022 Q2	$3K	Sell	25 -31	-55%	-$3.28K	﹤0.01%	518
2022 Q1	$6K	Buy	56 +1	+2%	+$112	﹤0.01%	539
2021 Q4	$7K	Sell	55 -27	-33%	-$3.36K	﹤0.01%	513
2021 Q3	$7K	Buy	82 +29	+55%	+$3.38K	﹤0.01%	494
2021 Q2	$6K	Sell	53 -29	-35%	-$2.91K	﹤0.01%	520
2021 Q1	$7K	Hold	82	–	–	﹤0.01%	508
2020 Q4	$7K	Hold	82	–	–	﹤0.01%	508
2020 Q3	$7K	Hold	82	–	–	﹤0.01%	494
2020 Q2	$6K	Sell	82 -1	-1%	-$72	﹤0.01%	495
2020 Q1	$6K	Buy	83 +27	+48%	+$2.1K	﹤0.01%	476
2019 Q4	$4K	Buy	56 +21	+60%	+$1.53K	﹤0.01%	538
2019 Q3	$2K	Buy	+35	New	+$2.48K	﹤0.01%	607

Other funds holding TRI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 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

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

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

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

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

TD Ameritrade Investment Management's TRI Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of Thomson Reuters (TRI) in Q2 2023, closing a stake of 9 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in TRI in Q3 2019 and held it in 15 quarters. The position peaked at $7K in Q4 2021. 391 funds tracked by Wall St. Rank hold TRI as of Q2 2023.

TD Ameritrade Investment Management reported no remaining Thomson Reuters position as of Q2 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 9 Thomson Reuters shares in Q2 2023, an estimated $1K.
TD Ameritrade Investment Management first reported a position in Thomson Reuters in Q3 2019 and held it in 15 quarters.
TD Ameritrade Investment Management's Thomson Reuters position peaked at $7K in Q4 2021.
391 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.