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Wealth Advisory Solutions’s Thomson Reuters TRI Stock Holding History

Wealth Advisory Solutions’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
2025
Q4 		– Sell
-1,369
Closed -$216K – 150
2025
Q3 		$216K Hold
1,369
– – 0.05% 132
2025
Q2 		$280K Buy
+1,369
New +$261K 0.07% 118

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1832 Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
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LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Wealth Advisory Solutions's TRI Position: Q4 2025 in Review

Wealth Advisory Solutions sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 1,369 shares — an estimated $216K sold.

Wealth Advisory Solutions first reported a position in TRI in Q2 2025 and held it in 2 quarters. The position peaked at $280K in Q2 2025. 499 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

  • Wealth Advisory Solutions reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
  • Wealth Advisory Solutions sold 1,369 Thomson Reuters shares in Q4 2025, an estimated $216K.
  • Wealth Advisory Solutions first reported a position in Thomson Reuters in Q2 2025 and held it in 2 quarters.
  • Wealth Advisory Solutions's Thomson Reuters position peaked at $280K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Wealth Advisory Solutions's 13F filing for Q4 2025, filed 16 Jan 2026.