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Wealth Alliance’s Thomson Reuters TRI Stock Holding History

Wealth Alliance’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
Q3 		– Sell
-1,458
Closed -$298K – 594
2025
Q2 		$298K Sell
1,458
-4
-0.3% -$762 0.03% 411
2025
Q1 		$257K Sell
1,462
-404
-22% -$69.7K 0.03% 434
2024
Q4 		$304K Sell
1,866
-22
-1% -$3.71K 0.04% 382
2024
Q3 		$327K Buy
1,888
+18
+1% +$3.04K 0.04% 377
2024
Q2 		$320K Sell
1,870
-20
-1% -$3.31K 0.04% 366
2024
Q1 		$299K Sell
1,890
-36
-2% -$5.6K 0.04% 405
2023
Q4 		$286K Sell
1,926
-20
-1% -$2.7K 0.04% 394
2023
Q3 		$242K Buy
1,946
+109
+6% +$14.4K 0.04% 412
2023
Q2 		$252K Sell
1,837
-72
-4% -$9.66K 0.04% 429
2023
Q1 		$262K Sell
1,909
-456
-19% -$58.1K 0.04% 403
2022
Q4 		$284K Buy
2,365
+16
+0.7% +$1.84K 0.05% 363
2022
Q3 		$254K Sell
2,349
-674
-22% -$78.1K 0.05% 370
2022
Q2 		$332K Buy
3,023
+89
+3% +$9.43K 0.06% 294
2022
Q1 		$336K Sell
2,934
-136
-4% -$15.2K 0.07% 305
2021
Q4 		$387K Sell
3,070
-16
-0.5% -$1.99K 0.08% 283
2021
Q3 		$359K Buy
3,086
+138
+5% +$16.1K 0.08% 281
2021
Q2 		$309K Sell
2,948
-152
-5% -$15.2K 0.07% 316
2021
Q1 		$286K Buy
3,100
+163
+6% +$14.5K 0.08% 305
2020
Q4 		$253K Sell
2,937
-12
-0.4% -$1.03K 0.07% 316
2020
Q3 		$248K Sell
2,949
-2
-0.1% -$156 0.09% 277
2020
Q2 		$211K Buy
+2,951
New +$213K 0.08% 283

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return
SFC
SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Wealth Alliance's TRI Position: Q3 2025 in Review

Wealth Alliance sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,458 shares — an estimated $298K sold.

Wealth Alliance first reported a position in TRI in Q2 2020 and held it in 21 quarters. The position peaked at $387K in Q4 2021. 522 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Wealth Alliance reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • Wealth Alliance sold 1,458 Thomson Reuters shares in Q3 2025, an estimated $298K.
  • Wealth Alliance first reported a position in Thomson Reuters in Q2 2020 and held it in 21 quarters.
  • Wealth Alliance's Thomson Reuters position peaked at $387K in Q4 2021.
  • 522 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Wealth Alliance's 13F filing for Q3 2025, filed 7 Nov 2025.