Wealthcare Advisory Partners’s Thomson Reuters TRI Stock Holding History

Wealthcare Advisory Partners’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	-1,207	Closed	-$247K	–	1054
2025 Q2	$247K	Sell	1,207 -14	-1%	-$2.67K	0.01%	861
2025 Q1	$214K	Buy	+1,221	New	+$211K	0.01%	848
2024 Q4	–	Sell	-1,192	Closed	-$207K	–	931
2024 Q3	$207K	Hold	1,192	–	–	0.01%	827
2024 Q2	$204K	Buy	+1,192	New	+$198K	0.01%	783
2021 Q2	–	Sell	-33	Closed	-$3K	–	1751
2021 Q1	$3K	Buy	+33	New	+$2.94K	﹤0.01%	1812
2020 Q1	–	Sell	-172	Closed	-$13K	–	1586
2019 Q4	$13K	Hold	172	–	–	﹤0.01%	878
2019 Q3	$12K	Hold	172	–	–	﹤0.01%	887
2019 Q2	$12K	Hold	172	–	–	﹤0.01%	868
2019 Q1	$11K	Hold	172	–	–	﹤0.01%	801
2018 Q4	$9K	Hold	172	–	–	﹤0.01%	820
2018 Q3	$9K	Hold	172	–	–	﹤0.01%	881
2018 Q2	$8K	Buy	+172	New	+$7.9K	﹤0.01%	906

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

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

Wealthcare Advisory Partners's TRI Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,207 shares — an estimated $247K sold.

Wealthcare Advisory Partners first reported a position in TRI in Q2 2018 and held it in 12 quarters. The position peaked at $247K in Q2 2025. 523 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Wealthcare Advisory Partners reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,207 Thomson Reuters shares in Q3 2025, an estimated $247K.
Wealthcare Advisory Partners first reported a position in Thomson Reuters in Q2 2018 and held it in 12 quarters.
Wealthcare Advisory Partners's Thomson Reuters position peaked at $247K in Q2 2025.
523 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.