TRUE Private Wealth Advisors’s Thomson Reuters TRI Stock Holding History

TRUE Private Wealth Advisors’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
2020 Q2	–	Sell	-59	Closed	-$4K	–	749
2020 Q1	$4K	Sell	59 -102	-63%	-$7.95K	﹤0.01%	552
2019 Q4	$12K	Buy	+161	New	+$11.7K	﹤0.01%	575
2018 Q4	–	Sell	-701	Closed	-$37.2K	–	852
2018 Q3	$37.2K	Buy	+701	New	+$35.1K	0.01%	507

Other funds holding TRI

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

TRUE Private Wealth Advisors's TRI Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of Thomson Reuters (TRI) in Q2 2020, closing a stake of 59 shares — an estimated $4K sold.

TRUE Private Wealth Advisors first reported a position in TRI in Q3 2018 and held it in 3 quarters. The position peaked at $37.2K in Q3 2018. 325 funds tracked by Wall St. Rank hold TRI as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining Thomson Reuters position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 59 Thomson Reuters shares in Q2 2020, an estimated $4K.
TRUE Private Wealth Advisors first reported a position in Thomson Reuters in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's Thomson Reuters position peaked at $37.2K in Q3 2018.
325 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.