TFS
TRI icon

TrustCore Financial Services’s Thomson Reuters TRI Stock Holding History

TrustCore Financial Services’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
Q4 		– Sell
-55
Closed -$6K – 1149
2022
Q3 		$6K Buy
+55
New +$6.38K ﹤0.01% 853
2018
Q3 		– Sell
-563
Closed -$26K – 973
2018
Q2 		$26K Hold
563
– – 0.01% 399
2018
Q1 		$25K Hold
563
– – 0.01% 372
2017
Q4 		$28K Buy
+563
New +$29.4K 0.01% 348

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

TrustCore Financial Services's TRI Position: Q4 2022 in Review

TrustCore Financial Services sold out of Thomson Reuters (TRI) in Q4 2022, closing a stake of 55 shares — an estimated $6K sold.

TrustCore Financial Services first reported a position in TRI in Q4 2017 and held it in 4 quarters. The position peaked at $28K in Q4 2017. 397 funds tracked by Wall St. Rank hold TRI as of Q4 2022.

  • TrustCore Financial Services reported no remaining Thomson Reuters position as of Q4 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 55 Thomson Reuters shares in Q4 2022, an estimated $6K.
  • TrustCore Financial Services first reported a position in Thomson Reuters in Q4 2017 and held it in 4 quarters.
  • TrustCore Financial Services's Thomson Reuters position peaked at $28K in Q4 2017.
  • 397 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.