WCM Investment Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-777,078
| Closed | -$435M | – | 224 |
|
|
2023
Q1 | $435M | Sell |
777,078
-38,603
| -5% | -$21.6M | 1.39% | 26 |
|
|
2022
Q4 | $379M | Buy |
815,681
+36,799
| +5% | +$17.1M | 1.27% | 23 |
|
|
2022
Q3 | $330M | Buy |
778,882
+79,971
| +11% | +$33.8M | 1.18% | 26 |
|
|
2022
Q2 | $290M | Sell |
698,911
-30,372
| -4% | -$12.6M | 1.04% | 32 |
|
|
2022
Q1 | $367M | Buy |
729,283
+9,990
| +1% | +$5.02M | 1.02% | 32 |
|
|
2021
Q4 | $441M | Buy |
719,293
+29,741
| +4% | +$18.2M | 0.99% | 28 |
|
|
2021
Q3 | $419M | Buy |
689,552
+50,415
| +8% | +$30.7M | 0.97% | 28 |
|
|
2021
Q2 | $341M | Sell |
639,137
-1,357
| -0.2% | -$723K | 0.87% | 27 |
|
|
2021
Q1 | $269M | Buy |
640,494
+19,242
| +3% | +$8.07M | 0.74% | 30 |
|
|
2020
Q4 | $277M | Buy |
621,252
+87,517
| +16% | +$39.1M | 0.75% | 28 |
|
|
2020
Q3 | $190M | Buy |
533,735
+44,939
| +9% | +$16M | 0.67% | 33 |
|
|
2020
Q2 | $163M | Buy |
488,796
+47,951
| +11% | +$16M | 0.63% | 29 |
|
|
2020
Q1 | $127M | Buy |
+440,845
| New | +$127M | 0.7% | 27 |
|