Walled Lake Planning & Wealth Management’s Thomson Reuters TRI Stock Holding History

Walled Lake Planning & 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
2021 Q3	–	Sell	-43	Closed	-$5K	–	345
2021 Q2	$5K	Hold	43	–	–	﹤0.01%	272
2021 Q1	$4K	Hold	43	–	–	﹤0.01%	271
2020 Q4	$4K	Hold	43	–	–	﹤0.01%	260
2020 Q3	$4K	Hold	43	–	–	﹤0.01%	271
2020 Q2	$3K	Buy	+43	New	+$3.11K	﹤0.01%	270

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

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

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

Walled Lake Planning & Wealth Management's TRI Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of Thomson Reuters (TRI) in Q3 2021, closing a stake of 43 shares — an estimated $5K sold.

Walled Lake Planning & Wealth Management first reported a position in TRI in Q2 2020 and held it in 5 quarters. The position peaked at $5K in Q2 2021. 387 funds tracked by Wall St. Rank hold TRI as of Q3 2021.

Walled Lake Planning & Wealth Management reported no remaining Thomson Reuters position as of Q3 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 43 Thomson Reuters shares in Q3 2021, an estimated $5K.
Walled Lake Planning & Wealth Management first reported a position in Thomson Reuters in Q2 2020 and held it in 5 quarters.
Walled Lake Planning & Wealth Management's Thomson Reuters position peaked at $5K in Q2 2021.
387 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.