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Winch Advisory Services’s Thomson Reuters TRI Stock Holding History

Winch Advisory Services’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
-6
Closed -$965 – 544
2024
Q4 		$965 Buy
+6
New +$1.01K ﹤0.01% 481

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

Winch Advisory Services's TRI Position: Q1 2025 in Review

Winch Advisory Services sold out of Thomson Reuters (TRI) in Q1 2025, closing a stake of 6 shares — an estimated $965 sold.

Winch Advisory Services first reported a position in TRI in Q4 2024 and held it in 1 quarter. The position peaked at $965 in Q4 2024. 498 funds tracked by Wall St. Rank hold TRI as of Q1 2025.

  • Winch Advisory Services reported no remaining Thomson Reuters position as of Q1 2025 after selling out during the quarter.
  • Winch Advisory Services sold 6 Thomson Reuters shares in Q1 2025, an estimated $965.
  • Winch Advisory Services first reported a position in Thomson Reuters in Q4 2024 and held it in 1 quarter.
  • Winch Advisory Services's Thomson Reuters position peaked at $965 in Q4 2024.
  • 498 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.