WCM Investment Management
TRHC

WCM Investment Management’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

WCM Investment Management’s Portfolio TRHC Stock Details TRHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-99,109
Closed -$4.04M – 197
2020
Q3 		$4.04M Buy
99,109
+5,889
+6% +$293K 0.01% 142
2020
Q2 		$5.1M Sell
93,220
-31,079
-25% -$1.78M 0.02% 129
2020
Q1 		$6.5M Sell
124,299
-5,654
-4% -$306K 0.04% 75
2019
Q4 		$6.33M Buy
129,953
+103,748
+396% +$4.86M 0.03% 74
2019
Q3 		$1.44M Buy
+26,205
New +$1.5M 0.01% 100

Other funds holding TRHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WCM Investment Management's TRHC Position: Q4 2020 in Review

WCM Investment Management sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q4 2020, closing a stake of 99,109 shares — an estimated $4.04M sold.

WCM Investment Management first reported a position in TRHC in Q3 2019 and held it in 5 quarters. The position peaked at $6.5M in Q1 2020. 163 funds tracked by Wall St. Rank hold TRHC as of Q4 2020.

  • WCM Investment Management reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • WCM Investment Management sold 99,109 Tabula Rasa HealthCare, Inc. Common Stock shares in Q4 2020, an estimated $4.04M.
  • WCM Investment Management first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q3 2019 and held it in 5 quarters.
  • WCM Investment Management's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $6.5M in Q1 2020.
  • 163 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q4 2020.

Based on WCM Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.