Tradition Wealth Management’s Thomson Reuters TRI Stock Holding History

Tradition Wealth 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 Q4	–	Sell	-28	Closed	-$3K	–	1367
2023 Q3	$3K	Hold	28	–	–	﹤0.01%	1338
2023 Q2	$4K	Buy	+28	New	+$3.76K	﹤0.01%	1294
2022 Q3	–	Sell	-122	Closed	-$13K	–	1213
2022 Q2	$13K	Hold	122	–	–	﹤0.01%	764
2022 Q1	$14K	Buy	+122	New	+$13.6K	﹤0.01%	816

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Tradition Wealth Management's TRI Position: Q4 2023 in Review

Tradition Wealth Management sold out of Thomson Reuters (TRI) in Q4 2023, closing a stake of 28 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in TRI in Q1 2022 and held it in 4 quarters. The position peaked at $14K in Q1 2022. 439 funds tracked by Wall St. Rank hold TRI as of Q4 2023.

Tradition Wealth Management reported no remaining Thomson Reuters position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 28 Thomson Reuters shares in Q4 2023, an estimated $3K.
Tradition Wealth Management first reported a position in Thomson Reuters in Q1 2022 and held it in 4 quarters.
Tradition Wealth Management's Thomson Reuters position peaked at $14K in Q1 2022.
439 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.