Vident Investment Advisory’s Thomson Reuters TRI Stock Holding History

Vident Investment Advisory’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
2023 Q2	–	Sell	-3,009	Closed	-$423K	–	1334
2023 Q1	$423K	Buy	3,009 +23	+0.8%	+$2.93K	0.01%	836
2022 Q4	$359K	Sell	2,986 -587	-16%	-$67.6K	0.01%	822
2022 Q3	$361K	Buy	3,573 +918	+35%	+$106K	0.01%	854
2022 Q2	$291K	Buy	+2,655	New	+$281K	0.01%	1026

Other funds holding TRI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Vident Investment Advisory's TRI Position: Q2 2023 in Review

Vident Investment Advisory sold out of Thomson Reuters (TRI) in Q2 2023, closing a stake of 3,009 shares — an estimated $423K sold.

Vident Investment Advisory first reported a position in TRI in Q2 2022 and held it in 4 quarters. The position peaked at $423K in Q1 2023. 391 funds tracked by Wall St. Rank hold TRI as of Q2 2023.

Vident Investment Advisory reported no remaining Thomson Reuters position as of Q2 2023 after selling out during the quarter.
Vident Investment Advisory sold 3,009 Thomson Reuters shares in Q2 2023, an estimated $423K.
Vident Investment Advisory first reported a position in Thomson Reuters in Q2 2022 and held it in 4 quarters.
Vident Investment Advisory's Thomson Reuters position peaked at $423K in Q1 2023.
391 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2023.

Based on Vident Investment Advisory's 13F filing for Q2 2023, filed 11 Aug 2023.