TrinityPoint Wealth’s Thomson Reuters TRI Stock Holding History

TrinityPoint Wealth’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 Q4	$221K	Hold	1,358	–	–	0.03%	307
2024 Q3	$235K	Hold	1,358	–	–	0.03%	298
2024 Q2	$232K	Hold	1,358	–	–	0.04%	287
2024 Q1	$215K	Hold	1,358	–	–	0.04%	289
2023 Q4	$202K	Buy	+1,358	New	+$183K	0.04%	290
2023 Q3	–	Sell	-1,485	Closed	-$203K	–	300
2023 Q2	$203K	Buy	1,485 +1	+0.1%	+$134	0.04%	268
2023 Q1	$204K	Buy	+1,484	New	+$189K	0.04%	261
2022 Q2	–	Sell	-2,345	Closed	-$269K	–	317
2022 Q1	$269K	Buy	2,345 +13	+0.6%	+$1.45K	0.05%	261
2021 Q4	$294K	Buy	2,332 +153	+7%	+$19.1K	0.05%	255
2021 Q3	$254K	Buy	+2,179	New	+$254K	0.05%	266

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

TrinityPoint Wealth's TRI Position: Q4 2024 in Review

TrinityPoint Wealth held its Thomson Reuters (TRI) position steady in Q4 2024 at 1,358 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #307.

TrinityPoint Wealth first reported a position in TRI in Q3 2021 and has held it in 10 quarters since. The position peaked at $294K in Q4 2021. 484 funds tracked by Wall St. Rank hold TRI as of Q4 2024.

TrinityPoint Wealth held 1,358 shares of Thomson Reuters worth $221K as of Q4 2024.
TrinityPoint Wealth left its Thomson Reuters share count unchanged in Q4 2024.
Thomson Reuters made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #307 holding.
TrinityPoint Wealth first reported a position in Thomson Reuters in Q3 2021 and has held it in 10 quarters since.
TrinityPoint Wealth's Thomson Reuters position peaked at $294K in Q4 2021.
484 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.