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Wetzel Investment Advisors’s Thomson Reuters TRI Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-30
Closed -$4.67K – 822
2024
Q2 		$4.67K Hold
30
– – ﹤0.01% 595
2024
Q1 		$4.52K Hold
30
– – ﹤0.01% 696
2023
Q4 		$4K Buy
+30
New +$4.05K ﹤0.01% 745

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Wetzel Investment Advisors's TRI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Thomson Reuters (TRI) in Q3 2024, closing a stake of 30 shares — an estimated $4.67K sold.

Wetzel Investment Advisors first reported a position in TRI in Q4 2023 and held it in 3 quarters. The position peaked at $4.67K in Q2 2024. 481 funds tracked by Wall St. Rank hold TRI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Thomson Reuters position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 30 Thomson Reuters shares in Q3 2024, an estimated $4.67K.
  • Wetzel Investment Advisors first reported a position in Thomson Reuters in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Thomson Reuters position peaked at $4.67K in Q2 2024.
  • 481 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.