ALLIANZ FDS RCM MIDCAP Ins mf shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of ALLIANZ FDS RCM MIDCAP Ins mf shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in ALLIANZ FDS RCM MIDCAP Ins mf
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $253k | 47k | 5.38 |
2023-09-30 | $200k | 47k | 4.25 |
2023-06-30 | $215k | 47k | 4.57 |
2023-03-31 | $198k | 47k | 4.21 |
2022-12-31 | $184k | 47k | 3.91 |
2022-09-30 | $175k | 47k | 3.73 |
2022-06-30 | $175k | 47k | 3.73 |
2022-03-31 | $230k | 47k | 4.90 |
2021-12-31 | $272k | 47k | 5.79 |
2021-09-30 | $264k | 37k | 7.23 |
2021-06-30 | $262k | 37k | 7.18 |
2021-03-31 | $241k | 37k | 6.60 |
2020-12-31 | $235k | 37k | 6.44 |
2020-09-30 | $195k | 34k | 5.83 |
2020-06-30 | $170k | 34k | 5.08 |
2020-03-31 | $128k | 34k | 3.83 |
2019-12-31 | $152k | 34k | 4.54 |
2019-09-30 | $140k | 32k | 4.35 |
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