Wipfli Financial Advisors’s Thomson Reuters TRI Stock Holding History

Wipfli Financial 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
2022 Q3	$95K	Buy	+879	New	+$102K	0.01%	751

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wipfli Financial Advisors's TRI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Thomson Reuters (TRI) in Q3 2022: 879 shares worth $95K. The stake represents 0.01% of the portfolio and ranks #751 among its holdings.

380 funds tracked by Wall St. Rank hold TRI as of Q3 2022.

Wipfli Financial Advisors held 879 shares of Thomson Reuters worth $95K as of Q3 2022.
Thomson Reuters was a new Wipfli Financial Advisors position in Q3 2022.
Thomson Reuters made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #751 holding.
380 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.