WCM Investment Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,083,003
| Closed | -$185M | – | 297 |
|
|
2024
Q2 | $185M | Sell |
1,083,003
-10,757
| -1% | -$1.83M | 0.44% | 44 |
|
|
2024
Q1 | $170M | Sell |
1,093,760
-40,266
| -4% | -$6.27M | 0.41% | 45 |
|
|
2023
Q4 | $165M | Sell |
1,134,026
-577,025
| -34% | -$84M | 0.46% | 40 |
|
|
2023
Q3 | $210M | Buy |
1,711,051
+1,097,339
| +179% | +$135M | 0.62% | 40 |
|
|
2023
Q2 | $83M | Sell |
613,712
-1,096,690
| -64% | -$148M | 0.25% | 41 |
|
|
2023
Q1 | $231M | Sell |
1,710,402
-2,899
| -0.2% | -$391K | 0.74% | 39 |
|
|
2022
Q4 | $203M | Buy |
+1,713,301
| New | +$203M | 0.68% | 41 |
|