WCM Investment Management
TRI icon

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

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

WCM Investment Management's TRI Position: Q3 2024 in Review

WCM Investment Management sold out of Thomson Reuters (TRI) in Q3 2024, closing a stake of 1,066,282 shares — an estimated $185M sold.

WCM Investment Management first reported a position in TRI in Q4 2022 and held it in 7 quarters. The position peaked at $231M in Q1 2023. 480 funds tracked by Wall St. Rank hold TRI as of Q3 2024.

  • WCM Investment Management reported no remaining Thomson Reuters position as of Q3 2024 after selling out during the quarter.
  • WCM Investment Management sold 1,066,282 Thomson Reuters shares in Q3 2024, an estimated $185M.
  • WCM Investment Management first reported a position in Thomson Reuters in Q4 2022 and held it in 7 quarters.
  • WCM Investment Management's Thomson Reuters position peaked at $231M in Q1 2023.
  • 480 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2024.

Based on WCM Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.