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Wealthstar Advisors’s Thomson Reuters TRI Stock Holding History

Wealthstar Advisors’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
Q1 		– Sell
-7,950
Closed -$1.3M – 151
2024
Q4 		$1.3M Buy
+7,950
New +$1.34M 0.56% 37
2024
Q2 		– Sell
-7,224
Closed -$1.14M – 129
2024
Q1 		$1.14M Buy
7,224
+53
+0.7% +$8.25K 0.4% 39
2023
Q4 		$1.06M Buy
7,171
+2,558
+55% +$346K 0.17% 38
2023
Q3 		$573K Buy
+4,613
New +$608K 0.22% 46

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Wealthstar Advisors's TRI Position: Q1 2025 in Review

Wealthstar Advisors sold out of Thomson Reuters (TRI) in Q1 2025, closing a stake of 7,950 shares — an estimated $1.3M sold.

Wealthstar Advisors first reported a position in TRI in Q3 2023 and held it in 4 quarters. The position peaked at $1.3M in Q4 2024. 498 funds tracked by Wall St. Rank hold TRI as of Q1 2025.

  • Wealthstar Advisors reported no remaining Thomson Reuters position as of Q1 2025 after selling out during the quarter.
  • Wealthstar Advisors sold 7,950 Thomson Reuters shares in Q1 2025, an estimated $1.3M.
  • Wealthstar Advisors first reported a position in Thomson Reuters in Q3 2023 and held it in 4 quarters.
  • Wealthstar Advisors's Thomson Reuters position peaked at $1.3M in Q4 2024.
  • 498 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2025.

Based on Wealthstar Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.