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West Branch Capital’s Thomson Reuters TRI Stock Holding History

West Branch Capital’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
2022
Q1 		– Sell
-295
Closed -$37K – 464
2021
Q4 		$37K Hold
295
– – 0.02% 222
2021
Q3 		$34K Hold
295
– – 0.02% 215
2021
Q2 		$31K Buy
+295
New +$29.6K 0.02% 231

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

West Branch Capital's TRI Position: Q1 2022 in Review

West Branch Capital sold out of Thomson Reuters (TRI) in Q1 2022, closing a stake of 295 shares — an estimated $37K sold.

West Branch Capital first reported a position in TRI in Q2 2021 and held it in 3 quarters. The position peaked at $37K in Q4 2021. 384 funds tracked by Wall St. Rank hold TRI as of Q1 2022.

  • West Branch Capital reported no remaining Thomson Reuters position as of Q1 2022 after selling out during the quarter.
  • West Branch Capital sold 295 Thomson Reuters shares in Q1 2022, an estimated $37K.
  • West Branch Capital first reported a position in Thomson Reuters in Q2 2021 and held it in 3 quarters.
  • West Branch Capital's Thomson Reuters position peaked at $37K in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2022.

Based on West Branch Capital's 13F filing for Q1 2022, filed 3 May 2022.