Tyler-Stone Wealth Management’s Thomson Reuters TRI Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-109	Closed	-$18.7K	–	885
2024 Q2	$18.7K	Hold	109	–	–	0.01%	537
2024 Q1	$17.3K	Hold	109	–	–	0.01%	549
2023 Q4	$16.2K	Hold	109	–	–	0.01%	549
2023 Q3	$14K	Hold	109	–	–	0.01%	546
2023 Q2	$15K	Buy	+109	New	+$14.6K	0.01%	536
2022 Q4	$13K	Hold	110	–	–	0.01%	520
2022 Q3	$12K	Hold	110	–	–	0.01%	514
2022 Q2	$12K	Hold	110	–	–	0.01%	528
2022 Q1	$13K	Hold	110	–	–	0.01%	533
2021 Q4	$14K	Buy	+110	New	+$13.7K	0.01%	545

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Tyler-Stone Wealth Management's TRI Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Thomson Reuters (TRI) in Q3 2024, closing a stake of 109 shares — an estimated $18.7K sold.

Tyler-Stone Wealth Management first reported a position in TRI in Q4 2021 and held it in 10 quarters. The position peaked at $18.7K in Q2 2024. 481 funds tracked by Wall St. Rank hold TRI as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Thomson Reuters position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 109 Thomson Reuters shares in Q3 2024, an estimated $18.7K.
Tyler-Stone Wealth Management first reported a position in Thomson Reuters in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Thomson Reuters position peaked at $18.7K in Q2 2024.
481 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.