WCM Investment Management
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WCM Investment Management’s Thomson Reuters TRI Stock Holding History

WCM Investment Management’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
-1,066,282
Closed -$185M – 297
2024
Q2 		$185M Sell
1,066,282
-10,590
-1% -$1.76M 0.44% 44
2024
Q1 		$170M Sell
1,076,872
-39,645
-4% -$6.17M 0.41% 45
2023
Q4 		$165M Sell
1,116,517
-568,116
-34% -$76.7M 0.46% 40
2023
Q3 		$210M Buy
1,684,633
+1,080,397
+179% +$142M 0.62% 40
2023
Q2 		$83M Sell
604,236
-1,079,758
-64% -$145M 0.25% 41
2023
Q1 		$231M Sell
1,683,994
-2,854
-0.2% -$364K 0.74% 39
2022
Q4 		$203M Buy
+1,686,848
New +$194M 0.68% 41

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