Valeo Financial Advisors’s Thomson Reuters TRI Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-85	Closed	-$8K	–	1712
2021 Q1	$8K	Hold	85	–	–	﹤0.01%	1430
2020 Q4	$7K	Hold	85	–	–	﹤0.01%	1294
2020 Q3	$7K	Sell	85 -20	-19%	-$1.56K	﹤0.01%	1178
2020 Q2	$8K	Buy	105 +20	+24%	+$1.45K	﹤0.01%	1376
2020 Q1	$6K	Hold	85	–	–	﹤0.01%	1270
2019 Q4	$6K	Hold	85	–	–	﹤0.01%	1249
2019 Q3	$6K	Hold	85	–	–	﹤0.01%	1172
2019 Q2	$6K	Hold	85	–	–	﹤0.01%	1172
2019 Q1	$5K	Hold	85	–	–	﹤0.01%	1200
2018 Q4	$4K	Sell	85 -1	-1%	-$54	﹤0.01%	1167
2018 Q3	$5K	Hold	86	–	–	﹤0.01%	1229
2018 Q2	$4K	Hold	86	–	–	﹤0.01%	1209
2018 Q1	$4K	Buy	86 +37	+76%	+$1.77K	﹤0.01%	1212
2017 Q4	$2K	Buy	49 +21	+75%	+$1.1K	﹤0.01%	1217
2017 Q3	$2K	Buy	+28	New	+$1.49K	﹤0.01%	1046

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

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

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Valeo Financial Advisors's TRI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Thomson Reuters (TRI) in Q2 2021, closing a stake of 85 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in TRI in Q3 2017 and held it in 15 quarters. The position peaked at $8K in Q1 2021. 371 funds tracked by Wall St. Rank hold TRI as of Q2 2021.

Valeo Financial Advisors reported no remaining Thomson Reuters position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 85 Thomson Reuters shares in Q2 2021, an estimated $8K.
Valeo Financial Advisors first reported a position in Thomson Reuters in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Thomson Reuters position peaked at $8K in Q1 2021.
371 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.